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 | $63,338 | $78,705-19.5% | $117,854-46.3% | $70,131-9.7% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 19.40% | 23.30%-3.9pp | 335.08%-315.7pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,718 | $2,223-22.7% | $3,786-54.6% | $2,342-26.7% |
| Participant deferral / active EE | $3,591 | $3,297+8.9% | $4,482-19.9% | $3,332+7.8% |
| Admin fee / account holder | $142 | $5,065-97.2% | $8,020-98.2% | $4,645-96.9% |