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 | $30,934 | $70,606-56.2% | $53,898-42.6% | $142,382-78.3% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 14.66% | 619.81%-605.2pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $760 | $1,202-36.8% | $932-18.5% | $4,299-82.3% |
| Participant deferral / active EE | $1,559 | $2,364-34.1% | $1,826-14.6% | $6,507-76.0% |
| Admin fee / account holder | $210 | $2,852-92.7% | $2,491-91.6% | $12,624-98.3% |