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 | $91,690 | $113,935-19.5% | $94,224-2.7% | $125,391-26.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.46% | 5.29%-4.8pp | 10.68%-10.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,844 | $4,727-39.8% | $3,587-20.7% | $4,866-41.6% |
| Participant deferral / active EE | $7,540 | $5,179+45.6% | $4,320+74.5% | $5,352+40.9% |
| Admin fee / account holder | $83 | $8,391-99.0% | $6,269-98.7% | $9,540-99.1% |