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 | $40,023 | $112,096-64.3% | $95,952-58.3% | $158,922-74.8% |
| Participation rate | 73.3% | 79.0%-5.6pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 21.74% | 171.09%-149.4pp | 91.61%-69.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,065 | $3,198-66.7% | $2,541-58.1% | $4,761-77.6% |
| Participant deferral / active EE | $2,151 | $4,784-55.0% | $4,167-48.4% | $5,982-64.0% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |