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 | $66,134 | $109,327-39.5% | $89,391-26.0% | $158,922-58.4% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 9.51% | 345.68%-336.2pp | 245.62%-236.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $287 | $3,170-91.0% | $2,586-88.9% | $4,761-94.0% |
| Participant deferral / active EE | $3,500 | $4,598-23.9% | $3,890-10.0% | $5,982-41.5% |
| Admin fee / account holder | $25 | $6,153-99.6% | $4,881-99.5% | $11,246-99.8% |