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 | $22,385 | $105,998-78.9% | $92,233-75.7% | $147,584-84.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 24.68% | 50.05%-25.4pp | 176.28%-151.6pp | 578.55%-553.9pp |
| Employer contribution / active EE | $1,611 | $4,333-62.8% | $3,679-56.2% | $4,876-67.0% |
| Participant deferral / active EE | $6,105 | $4,478+36.3% | $3,897+56.7% | $5,439+12.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |