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 | $18,993 | $104,664-81.9% | $85,682-77.8% | $167,490-88.7% |
| Participation rate | 71.4% | 76.4%-4.9pp | 69.9%+1.6pp | 82.1%-10.7pp |
| Annual return | 9.43% | 21.45%-12.0pp | 21.49%-12.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,053 | $3,337-68.4% | $2,618-59.8% | $4,837-78.2% |
| Participant deferral / active EE | $1,578 | $4,824-67.3% | $3,923-59.8% | $6,341-75.1% |
| Admin fee / account holder | $116 | $10,032-98.8% | $6,873-98.3% | $12,309-99.1% |