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 | $18,343 | $105,998-82.7% | $92,233-80.1% | $147,584-87.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 22.36% | 50.05%-27.7pp | 176.28%-153.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,156 | $4,333-50.2% | $3,679-41.4% | $4,876-55.8% |
| Participant deferral / active EE | $7,051 | $4,478+57.5% | $3,897+80.9% | $5,439+29.6% |
| Admin fee / account holder | $136 | $6,332-97.8% | $5,194-97.4% | $10,885-98.7% |