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 | $138,438 | $227,553-39.2% | $189,557-27.0% | $167,490-17.3% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 11.81% | 78.40%-66.6pp | 64.17%-52.4pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,534 | $5,316-71.1% | $4,412-65.2% | $4,837-68.3% |
| Participant deferral / active EE | $3,177 | $7,002-54.6% | $6,174-48.5% | $6,341-49.9% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |