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 8-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 | $10,474 | $102,966-89.8% | $90,281-88.4% | $152,861-93.1% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 55.38% | 95.16%-39.8pp | 78.10%-22.7pp | 345.32%-289.9pp |
| Employer contribution / active EE | $2,191 | $3,139-30.2% | $2,854-23.2% | $4,762-54.0% |
| Participant deferral / active EE | $4,012 | $4,281-6.3% | $3,885+3.3% | $5,850-31.4% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.0% | $11,596-99.6% |