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 | $45,488 | $165,912-72.6% | $122,332-62.8% | $147,584-69.2% |
| Participation rate | 94.7% | 79.6%+15.2pp | 71.6%+23.1pp | 82.8%+11.9pp |
| Annual return | 20.40% | 34.55%-14.1pp | 30.27%-9.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,468 | $5,754-57.1% | $4,050-39.1% | $4,876-49.4% |
| Participant deferral / active EE | $3,342 | $4,005-16.6% | $3,287+1.7% | $5,439-38.5% |
| Admin fee / account holder | $204 | $7,424-97.3% | $5,478-96.3% | $10,885-98.1% |