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 | $66,593 | $135,952-51.0% | $123,892-46.2% | $273,961-75.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.89% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $938 | $5,170-81.9% | $4,617-79.7% | $4,869-80.7% |
| Participant deferral / active EE | $4,833 | $6,343-23.8% | $5,984-19.2% | $5,287-8.6% |
| Admin fee / account holder | $171 | $9,817-98.3% | $8,357-98.0% | $10,132-98.3% |