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 | $54,461 | $111,724-51.3% | $93,606-41.8% | $145,922-62.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 14.64% | 202.98%-188.3pp | 133.20%-118.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,908 | $3,090-38.3% | $2,420-21.2% | $4,660-59.1% |
| Participant deferral / active EE | $3,921 | $4,912-20.2% | $4,411-11.1% | $6,688-41.4% |
| Admin fee / account holder | $18 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |