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 | $77,115 | $105,630-27.0% | $87,507-11.9% | $273,961-71.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 7.00% | 12.25%-5.3pp | 12.21%-5.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,546 | $3,141+140.3% | $2,550+195.9% | $4,869+55.0% |
| Participant deferral / active EE | $8,606 | $3,601+139.0% | $3,149+173.3% | $5,287+62.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |