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 | $35,203 | $85,202-58.7% | $172,739-79.6% | $72,985-51.8% |
| Participation rate | 81.6% | 70.1%+11.5pp | 82.6%-1.1pp | 69.5%+12.1pp |
| Annual return | 23.59% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,444 | $3,324-56.6% | $5,143-71.9% | $2,440-40.8% |
| Participant deferral / active EE | $2,217 | $3,260-32.0% | $5,198-57.3% | $3,607-38.5% |
| Admin fee / account holder | $294 | $5,884-95.0% | $13,954-97.9% | $5,124-94.3% |