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 | $37,822 | $101,069-62.6% | $81,478-53.6% | $147,584-74.4% |
| Participation rate | 92.3% | 74.5%+17.9pp | 68.0%+24.3pp | 82.8%+9.5pp |
| Annual return | 14.96% | 32.40%-17.4pp | 38.78%-23.8pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,646 | $3,205-48.7% | $2,568-35.9% | $4,876-66.2% |
| Participant deferral / active EE | $2,142 | $4,242-49.5% | $3,537-39.4% | $5,439-60.6% |
| Admin fee / account holder | $265 | $5,812-95.4% | $4,561-94.2% | $10,885-97.6% |