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 | $94,958 | $135,952-30.2% | $123,892-23.4% | $273,961-65.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.38% | 56.63%-51.3pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $9,688 | $5,170+87.4% | $4,617+109.8% | $4,869+99.0% |
| Participant deferral / active EE | $8,613 | $6,343+35.8% | $5,984+43.9% | $5,287+62.9% |
| Admin fee / account holder | $123 | $9,817-98.8% | $8,357-98.5% | $10,132-98.8% |