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 | $82,535 | $109,327-24.5% | $89,391-7.7% | $158,922-48.1% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 14.98% | 345.68%-330.7pp | 245.62%-230.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $6,111 | $3,170+92.8% | $2,586+136.3% | $4,761+28.3% |
| Participant deferral / active EE | $4,386 | $4,598-4.6% | $3,890+12.7% | $5,982-26.7% |
| Admin fee / account holder | $45 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |