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 | $41,405 | $99,341-58.3% | $84,750-51.1% | $273,961-84.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.52% | 22.93%-20.4pp | 22.78%-20.3pp | 41.45%-38.9pp |
| Employer contribution / active EE | $5,000 | $4,214+18.7% | $3,574+39.9% | $4,869+2.7% |
| Participant deferral / active EE | $6,653 | $4,269+55.8% | $3,712+79.2% | $5,287+25.8% |
| Admin fee / account holder | $61 | $6,644-99.1% | $5,332-98.9% | $10,132-99.4% |