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 | $86,910 | $87,540-0.7% | $75,781+14.7% | $125,391-30.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.05% | 13.48%-13.4pp | 9.68%-9.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $15,346 | $3,930+290.5% | $3,323+361.8% | $4,866+215.4% |
| Participant deferral / active EE | $8,278 | $4,229+95.7% | $3,651+126.7% | $5,352+54.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |