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 | $40,071 | $124,319-67.8% | $111,297-64.0% | $167,490-76.1% |
| Participation rate | 85.0% | 79.6%+5.4pp | 77.3%+7.7pp | 82.1%+2.9pp |
| Annual return | 9.23% | 37.44%-28.2pp | 54.65%-45.4pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,199 | $3,435-36.0% | $2,731-19.5% | $4,837-54.5% |
| Participant deferral / active EE | $4,010 | $5,180-22.6% | $4,487-10.6% | $6,341-36.8% |
| Admin fee / account holder | $131 | $10,618-98.8% | $7,964-98.4% | $12,309-98.9% |