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 | $17,080 | $90,503-81.1% | $78,689-78.3% | $273,961-93.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 18.91% | 75.60%-56.7pp | 62.18%-43.3pp | 41.45%-22.5pp |
| Employer contribution / active EE | $2,612 | $3,176-17.7% | $2,851-8.4% | $4,869-46.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |