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 | $52,128 | $232,540-77.6% | $185,117-71.8% | $147,584-64.7% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 27.31% | 43.03%-15.7pp | 40.50%-13.2pp | 578.55%-551.2pp |
| Employer contribution / active EE | $1,711 | $5,195-67.1% | $4,182-59.1% | $4,876-64.9% |
| Participant deferral / active EE | $5,023 | $5,834-13.9% | $5,045-0.4% | $5,439-7.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |