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 | $40,971 | $157,256-73.9% | $141,162-71.0% | $152,861-73.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 25.53% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,033 | $5,261-42.3% | $4,735-35.9% | $4,762-36.3% |
| Participant deferral / active EE | $3,982 | $7,109-44.0% | $6,709-40.6% | $5,850-31.9% |
| Admin fee / account holder | $40 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |