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 | $44,243 | $95,803-53.8% | $113,168-60.9% | $84,808-47.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.79% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,992 | $4,242-29.5% | $5,107-41.4% | $4,212-29.0% |
| Admin fee / account holder | $267 | $8,989-97.0% | $12,068-97.8% | $7,344-96.4% |