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 | $20,011 | $99,020-79.8% | $86,590-76.9% | $147,584-86.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 13.78% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $647 | $3,132-79.3% | $2,839-77.2% | $4,876-86.7% |
| Participant deferral / active EE | $936 | $3,972-76.4% | $3,609-74.1% | $5,439-82.8% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |