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 | $16,496 | $105,998-84.4% | $92,233-82.1% | $147,584-88.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 23.36% | 50.05%-26.7pp | 176.28%-152.9pp | 578.55%-555.2pp |
| Employer contribution / active EE | $1,596 | $4,333-63.2% | $3,679-56.6% | $4,876-67.3% |
| Participant deferral / active EE | $3,151 | $4,478-29.6% | $3,897-19.1% | $5,439-42.1% |
| Admin fee / account holder | $191 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |