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 | $52,306 | $111,814-53.2% | $93,654-44.2% | $145,959-64.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.28% | 203.30%-193.0pp | 133.34%-123.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,695 | $3,092-45.2% | $2,421-30.0% | $4,661-63.6% |
| Participant deferral / active EE | $5,410 | $4,914+10.1% | $4,413+22.6% | $6,689-19.1% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |