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 | $34,124 | $138,044-75.3% | $125,339-72.8% | $134,475-74.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | 8.03% | 750.33%-742.3pp | 572.05%-564.0pp | 417.96%-409.9pp |
| Employer contribution / active EE | $2,112 | $5,243-59.7% | $4,814-56.1% | $4,740-55.4% |
| Participant deferral / active EE | $3,884 | $7,799-50.2% | $7,446-47.8% | $6,400-39.3% |
| Admin fee / account holder | $152 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |