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 | $156,693 | $100,754+55.5% | $86,677+80.8% | $134,475+16.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.69% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,205 | $3,489-36.8% | $2,836-22.3% | $4,740-53.5% |
| Participant deferral / active EE | $3,917 | $5,338-26.6% | $4,656-15.9% | $6,400-38.8% |
| Admin fee / account holder | $26 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |