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 | $43,039 | $92,798-53.6% | $96,707-55.5% | $137,256-68.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 13.94% | 31.24%-17.3pp | 34.78%-20.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,699 | $4,147-34.9% | $4,191-35.6% | $4,156-35.1% |
| Participant deferral / active EE | $2,699 | $5,877-54.1% | $5,997-55.0% | $6,407-57.9% |
| Admin fee / account holder | $267 | $7,946-96.6% | $7,503-96.4% | $12,270-97.8% |