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 | $69,256 | $104,251-33.6% | $91,001-23.9% | $147,584-53.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.11% | 27.06%-13.0pp | 4.60%+9.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,930 | $3,116-38.0% | $2,456-21.4% | $4,876-60.4% |
| Participant deferral / active EE | $4,557 | $4,195+8.6% | $3,547+28.5% | $5,439-16.2% |
| Admin fee / account holder | $284 | $8,948-96.8% | $5,417-94.8% | $10,885-97.4% |