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 | $49,567 | $99,652-50.3% | $78,778-37.1% | $147,584-66.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.53% | 47.28%-36.8pp | 35.62%-25.1pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,816 | $2,796+0.7% | $1,986+41.8% | $4,876-42.3% |
| Participant deferral / active EE | $5,577 | $3,664+52.2% | $2,958+88.5% | $5,439+2.5% |
| Admin fee / account holder | $291 | $7,155-95.9% | $5,134-94.3% | $10,885-97.3% |