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 | $46,449 | $144,119-67.8% | $117,854-60.6% | $147,584-68.5% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 12.67% | 531.15%-518.5pp | 335.08%-322.4pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,174 | $4,896-76.0% | $3,786-69.0% | $4,876-75.9% |
| Participant deferral / active EE | $2,178 | $5,316-59.0% | $4,482-51.4% | $5,439-60.0% |
| Admin fee / account holder | $95 | $10,886-99.1% | $8,020-98.8% | $10,885-99.1% |