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 | $18,111 | $93,071-80.5% | $74,583-75.7% | $273,961-93.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.51% | 26.18%-15.7pp | 20.47%-10.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $2,700 | $3,160-14.5% | $2,525+6.9% | $4,869-44.5% |
| Participant deferral / active EE | $7,221 | $4,160+73.6% | $3,458+108.8% | $5,287+36.6% |
| Admin fee / account holder | $78 | $5,272-98.5% | $4,138-98.1% | $10,132-99.2% |