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 | $25,868 | $81,632-68.3% | $70,449-63.3% | $158,922-83.7% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 20.48% | 208.40%-187.9pp | 109.03%-88.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,501 | $3,217-53.3% | $2,737-45.1% | $4,761-68.5% |
| Participant deferral / active EE | $3,427 | $4,554-24.7% | $3,709-7.6% | $5,982-42.7% |
| Admin fee / account holder | $26 | $6,193-99.6% | $3,845-99.3% | $11,246-99.8% |