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 | $44,564 | $115,770-61.5% | $101,248-56.0% | $158,922-72.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 16.65% | 56.14%-39.5pp | 46.47%-29.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,386 | $4,175-18.9% | $3,660-7.5% | $4,761-28.9% |
| Participant deferral / active EE | $5,556 | $4,957+12.1% | $4,370+27.1% | $5,982-7.1% |
| Admin fee / account holder | $43 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |