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 | $22,596 | $98,240-77.0% | $82,313-72.5% | $147,584-84.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.75% | 30.85%-7.1pp | 25.88%-2.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,853 | $3,192-10.6% | $2,428+17.5% | $4,876-41.5% |
| Participant deferral / active EE | $6,013 | $4,383+37.2% | $3,706+62.2% | $5,439+10.6% |
| Admin fee / account holder | $15 | $8,563-99.8% | $5,608-99.7% | $10,885-99.9% |