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 | $28,900 | $63,346-54.4% | $92,233-68.7% | $70,131-58.8% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 17.01% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,481 | $2,471-40.1% | $3,679-59.8% | $2,342-36.8% |
| Participant deferral / active EE | $3,493 | $2,854+22.4% | $3,897-10.4% | $3,332+4.8% |
| Admin fee / account holder | $91 | $3,840-97.6% | $5,194-98.2% | $4,645-98.0% |