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 | $28,210 | $105,998-73.4% | $92,233-69.4% | $147,584-80.9% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 39.77% | 50.05%-10.3pp | 176.28%-136.5pp | 578.55%-538.8pp |
| Employer contribution / active EE | $2,625 | $4,333-39.4% | $3,679-28.7% | $4,876-46.2% |
| Participant deferral / active EE | $6,340 | $4,478+41.6% | $3,897+62.7% | $5,439+16.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |