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 | $21,587 | $105,998-79.6% | $92,233-76.6% | $147,584-85.4% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 15.83% | 50.05%-34.2pp | 176.28%-160.5pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,647 | $4,333-38.9% | $3,679-28.1% | $4,876-45.7% |
| Participant deferral / active EE | $3,241 | $4,478-27.6% | $3,897-16.8% | $5,439-40.4% |
| Admin fee / account holder | $113 | $6,332-98.2% | $5,194-97.8% | $10,885-99.0% |