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 | $29,138 | $115,770-74.8% | $101,248-71.2% | $158,922-81.7% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 9.10% | 56.14%-47.0pp | 46.47%-37.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,108 | $4,175-49.5% | $3,660-42.4% | $4,761-55.7% |
| Participant deferral / active EE | $4,554 | $4,957-8.1% | $4,370+4.2% | $5,982-23.9% |
| Admin fee / account holder | $259 | $7,245-96.4% | $5,945-95.6% | $11,246-97.7% |