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 | $59,620 | $104,251-42.8% | $91,001-34.5% | $147,584-59.6% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 16.76% | 27.06%-10.3pp | 4.60%+12.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,078 | $3,116-33.3% | $2,456-15.4% | $4,876-57.4% |
| Participant deferral / active EE | $2,821 | $4,195-32.8% | $3,547-20.5% | $5,439-48.1% |
| Admin fee / account holder | $21 | $8,948-99.8% | $5,417-99.6% | $10,885-99.8% |