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 | $19,269 | $85,202-77.4% | $172,739-88.8% | $72,985-73.6% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 20.17% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $967 | $3,324-70.9% | $5,143-81.2% | $2,440-60.3% |
| Participant deferral / active EE | $2,063 | $3,260-36.7% | $5,198-60.3% | $3,607-42.8% |
| Admin fee / account holder | $148 | $5,884-97.5% | $13,954-98.9% | $5,124-97.1% |