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 | $70,650 | $88,707-20.4% | $74,183-4.8% | $273,961-74.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.23% | 11.94%-6.7pp | 17.74%-12.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,531 | $3,159+11.8% | $2,370+49.0% | $4,869-27.5% |
| Participant deferral / active EE | $5,193 | $4,212+23.3% | $3,550+46.3% | $5,287-1.8% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |