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 | $52,766 | $102,966-48.8% | $90,281-41.6% | $152,861-65.5% |
| Participation rate | 73.7% | 75.9%-2.2pp | 73.3%+0.4pp | 82.4%-8.8pp |
| Annual return | 21.01% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,110 | $3,139-64.6% | $2,854-61.1% | $4,762-76.7% |
| Participant deferral / active EE | $1,847 | $4,281-56.9% | $3,885-52.5% | $5,850-68.4% |
| Admin fee / account holder | $34 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |