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 | $52,119 | $81,632-36.2% | $70,449-26.0% | $158,922-67.2% |
| Participation rate | 86.7% | 77.7%+8.9pp | 75.1%+11.6pp | 82.0%+4.7pp |
| Annual return | 17.81% | 208.40%-190.6pp | 109.03%-91.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,784 | $3,217-44.5% | $2,737-34.8% | $4,761-62.5% |
| Participant deferral / active EE | $6,356 | $4,554+39.6% | $3,709+71.4% | $5,982+6.3% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |