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 | $30,510 | $93,346-67.3% | $71,796-57.5% | $273,961-88.9% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 9.07% | 130.39%-121.3pp | 78.04%-69.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,508 | $2,733-44.8% | $1,924-21.7% | $4,869-69.0% |
| Participant deferral / active EE | $1,562 | $3,475-55.1% | $2,794-44.1% | $5,287-70.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |