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 | $63,242 | $112,881-44.0% | $90,951-30.5% | $158,922-60.2% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 36.46% | 215.79%-179.3pp | 134.60%-98.1pp | 302.83%-266.4pp |
| Employer contribution / active EE | $3,869 | $2,893+33.7% | $2,122+82.4% | $4,761-18.7% |
| Participant deferral / active EE | $1,978 | $4,128-52.1% | $3,373-41.4% | $5,982-66.9% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |