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 | $69,717 | $87,841-20.6% | $133,980-48.0% | $62,891+10.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.89% | 12.05%-4.2pp | 29.30%-21.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,147 | $3,483-9.7% | $5,211-39.6% | $2,281+38.0% |
| Participant deferral / active EE | $2,800 | $4,812-41.8% | $6,282-55.4% | $3,203-12.6% |
| Admin fee / account holder | $85 | $5,371-98.4% | $9,324-99.1% | $4,296-98.0% |