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 | $34,151 | $103,949-67.1% | $69,182-50.6% | $273,961-87.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 11.42% | 35.28%-23.9pp | -21.93%+33.4pp | 41.45%-30.0pp |
| Employer contribution / active EE | $4,237 | $1,783+137.6% | $1,206+251.3% | $4,869-13.0% |
| Participant deferral / active EE | $4,752 | $2,716+74.9% | $1,897+150.5% | $5,287-10.1% |
| Admin fee / account holder | $245 | $3,671-93.3% | $2,697-90.9% | $10,132-97.6% |