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 | $17,204 | $105,998-83.8% | $92,233-81.3% | $147,584-88.3% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 14.36% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,933 | $4,333-55.4% | $3,679-47.5% | $4,876-60.4% |
| Participant deferral / active EE | $4,658 | $4,478+4.0% | $3,897+19.5% | $5,439-14.4% |
| Admin fee / account holder | $204 | $6,332-96.8% | $5,194-96.1% | $10,885-98.1% |