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 | $14,689 | $107,015-86.3% | $73,545-80.0% | $147,584-90.0% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 31.99% | 38.25%-6.3pp | -15.16%+47.1pp | 578.55%-546.6pp |
| Employer contribution / active EE | $1,253 | $1,760-28.8% | $1,219+2.8% | $4,876-74.3% |
| Participant deferral / active EE | $3,927 | $2,462+59.5% | $1,806+117.5% | $5,439-27.8% |
| Admin fee / account holder | $51 | $3,055-98.3% | $2,320-97.8% | $10,885-99.5% |