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 | $42,992 | $228,332-81.2% | $185,823-76.9% | $158,922-72.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 14.61% | 40.80%-26.2pp | 35.95%-21.3pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,259 | $4,967-74.7% | $4,087-69.2% | $4,761-73.6% |
| Participant deferral / active EE | $3,007 | $6,415-53.1% | $5,632-46.6% | $5,982-49.7% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |