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 | $103,109 | $93,071+10.8% | $74,583+38.2% | $273,961-62.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.12% | 26.18%-23.1pp | 20.47%-17.3pp | 41.45%-38.3pp |
| Employer contribution / active EE | $588 | $3,160-81.4% | $2,525-76.7% | $4,869-87.9% |
| Participant deferral / active EE | $4,224 | $4,160+1.5% | $3,458+22.2% | $5,287-20.1% |
| Admin fee / account holder | $3 | $5,272-99.9% | $4,138-99.9% | $10,132-100.0% |