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 | $38,200 | $85,202-55.2% | $172,739-77.9% | $72,985-47.7% |
| Participation rate | 89.7% | 70.1%+19.6pp | 82.6%+7.0pp | 69.5%+20.2pp |
| Annual return | 22.65% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,081 | $3,324+22.8% | $5,143-20.6% | $2,440+67.3% |
| Participant deferral / active EE | $3,706 | $3,260+13.7% | $5,198-28.7% | $3,607+2.7% |
| Admin fee / account holder | $244 | $5,884-95.9% | $13,954-98.3% | $5,124-95.2% |