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 | $41,414 | $153,772-73.1% | $133,980-69.1% | $273,961-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.41% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,456 | $6,029-75.8% | $5,211-72.1% | $4,869-70.1% |
| Participant deferral / active EE | $3,328 | $6,958-52.2% | $6,282-47.0% | $5,287-37.1% |
| Admin fee / account holder | $147 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |