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 | $88,938 | $53,127+67.4% | $86,590+2.7% | $70,131+26.8% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 22.47% | 27.66%-5.2pp | 964.84%-942.4pp | 73.14%-50.7pp |
| Employer contribution / active EE | $617 | $2,068-70.2% | $2,839-78.3% | $2,342-73.7% |
| Participant deferral / active EE | $1,808 | $2,696-32.9% | $3,609-49.9% | $3,332-45.7% |
| Admin fee / account holder | $218 | $3,585-93.9% | $4,906-95.6% | $4,645-95.3% |