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 | $25,292 | $99,341-74.5% | $84,750-70.2% | $273,961-90.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.61% | 22.93%-10.3pp | 22.78%-10.2pp | 41.45%-28.8pp |
| Employer contribution / active EE | $3,230 | $4,214-23.3% | $3,574-9.6% | $4,869-33.7% |
| Participant deferral / active EE | $5,908 | $4,269+38.4% | $3,712+59.2% | $5,287+11.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |