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 | $57,547 | $183,963-68.7% | $162,163-64.5% | $152,861-62.4% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 22.37% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,389 | $6,371-78.2% | $5,614-75.3% | $4,762-70.8% |
| Participant deferral / active EE | $5,428 | $8,034-32.4% | $7,298-25.6% | $5,850-7.2% |
| Admin fee / account holder | $24 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |