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 | $10,417 | $102,966-89.9% | $90,281-88.5% | $152,861-93.2% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 22.28% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,315 | $3,139-58.1% | $2,854-53.9% | $4,762-72.4% |
| Participant deferral / active EE | $2,741 | $4,281-36.0% | $3,885-29.5% | $5,850-53.2% |
| Admin fee / account holder | $254 | $6,171-95.9% | $5,351-95.3% | $11,596-97.8% |