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 | $64,733 | $99,652-35.0% | $78,778-17.8% | $147,584-56.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 19.31% | 47.28%-28.0pp | 35.62%-16.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $400 | $2,796-85.7% | $1,986-79.9% | $4,876-91.8% |
| Participant deferral / active EE | $2,500 | $3,664-31.8% | $2,958-15.5% | $5,439-54.0% |
| Admin fee / account holder | $51 | $7,155-99.3% | $5,134-99.0% | $10,885-99.5% |