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 | $48,886 | $98,240-50.2% | $82,313-40.6% | $147,584-66.9% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.9%+18.1pp | 82.8%+12.2pp |
| Annual return | 19.07% | 30.85%-11.8pp | 25.88%-6.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $6,763 | $3,192+111.9% | $2,428+178.5% | $4,876+38.7% |
| Participant deferral / active EE | $6,586 | $4,383+50.2% | $3,706+77.7% | $5,439+21.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |