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 | $15,628 | $53,127-70.6% | $86,590-82.0% | $70,131-77.7% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 68.06% | 27.66%+40.4pp | 964.84%-896.8pp | 73.14%-5.1pp |
| Employer contribution / active EE | $1,481 | $2,068-28.4% | $2,839-47.8% | $2,342-36.8% |
| Participant deferral / active EE | $1,068 | $2,696-60.4% | $3,609-70.4% | $3,332-68.0% |
| Admin fee / account holder | $291 | $3,585-91.9% | $4,906-94.1% | $4,645-93.7% |