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 | $21,174 | $48,076-56.0% | $78,689-73.1% | $62,891-66.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.23% | 31.35%-21.1pp | 62.18%-51.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,164 | $2,015-42.2% | $2,851-59.2% | $2,281-49.0% |
| Participant deferral / active EE | $4,137 | $2,588+59.9% | $3,517+17.6% | $3,203+29.2% |
| Admin fee / account holder | $79 | $3,207-97.6% | $4,510-98.3% | $4,296-98.2% |