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 | $25,475 | $65,685-61.2% | $57,179-55.4% | $273,961-90.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.09% | 21.99%-15.9pp | 14.59%-8.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,950 | $3,279-10.0% | $2,682+10.0% | $4,869-39.4% |
| Participant deferral / active EE | $2,951 | $3,782-22.0% | $3,096-4.7% | $5,287-44.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |