See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,334 | $93,071-27.7% | $74,583-9.7% | $273,961-75.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.81% | 26.18%-16.4pp | 20.47%-10.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $7,144 | $3,160+126.1% | $2,525+182.9% | $4,869+46.7% |
| Participant deferral / active EE | $1,726 | $4,160-58.5% | $3,458-50.1% | $5,287-67.3% |
| Admin fee / account holder | $163 | $5,272-96.9% | $4,138-96.1% | $10,132-98.4% |