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 | $59,826 | $89,355-33.0% | $141,162-57.6% | $72,985-18.0% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.5%+15.9pp | 69.5%+28.8pp |
| Annual return | 29.89% | 111.85%-82.0pp | 71.39%-41.5pp | 81.00%-51.1pp |
| Employer contribution / active EE | $4,177 | $3,114+34.1% | $4,735-11.8% | $2,440+71.2% |
| Participant deferral / active EE | $7,918 | $5,418+46.1% | $6,709+18.0% | $3,607+119.5% |
| Admin fee / account holder | $51 | $5,958-99.2% | $10,261-99.5% | $5,124-99.0% |