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 | $71,466 | $92,798-23.0% | $96,707-26.1% | $137,256-47.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 14.89% | 31.24%-16.4pp | 34.78%-19.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,596 | $4,147-37.4% | $4,191-38.1% | $4,156-37.5% |
| Participant deferral / active EE | $2,872 | $5,877-51.1% | $5,997-52.1% | $6,407-55.2% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |