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 | $46,050 | $135,952-66.1% | $123,892-62.8% | $273,961-83.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.87% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,412 | $5,170-72.7% | $4,617-69.4% | $4,869-71.0% |
| Participant deferral / active EE | $5,702 | $6,343-10.1% | $5,984-4.7% | $5,287+7.8% |
| Admin fee / account holder | $280 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |