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 | $23,760 | $99,020-76.0% | $86,590-72.6% | $147,584-83.9% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 473.01% | 1312.34%-839.3pp | 964.84%-491.8pp | 578.55%-105.5pp |
| Employer contribution / active EE | $1,935 | $3,132-38.2% | $2,839-31.9% | $4,876-60.3% |
| Participant deferral / active EE | $3,154 | $3,972-20.6% | $3,609-12.6% | $5,439-42.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |