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 | $29,028 | $90,503-67.9% | $78,689-63.1% | $273,961-89.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.76% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $3,058 | $3,176-3.7% | $2,851+7.3% | $4,869-37.2% |
| Participant deferral / active EE | $3,098 | $3,901-20.6% | $3,517-11.9% | $5,287-41.4% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |