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 | $26,984 | $105,998-74.5% | $92,233-70.7% | $147,584-81.7% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 16.94% | 50.05%-33.1pp | 176.28%-159.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,285 | $4,333-70.3% | $3,679-65.1% | $4,876-73.6% |
| Participant deferral / active EE | $3,793 | $4,478-15.3% | $3,897-2.7% | $5,439-30.3% |
| Admin fee / account holder | $290 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |