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 | $46,497 | $85,022-45.3% | $70,515-34.1% | $139,434-66.7% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 15.21% | 30.38%-15.2pp | 32.77%-17.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,114 | $3,909-71.5% | $2,973-62.5% | $4,751-76.6% |
| Participant deferral / active EE | $5,324 | $5,890-9.6% | $4,567+16.6% | $6,710-20.7% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |