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 | $33,899 | $157,256-78.4% | $141,162-76.0% | $152,861-77.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 22.21% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,504 | $5,261-52.4% | $4,735-47.1% | $4,762-47.4% |
| Participant deferral / active EE | $5,840 | $7,109-17.9% | $6,709-13.0% | $5,850-0.2% |
| Admin fee / account holder | $173 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |