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 | $78,097 | $103,376-24.5% | $87,100-10.3% | $152,861-48.9% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 20.99% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,919 | $3,220-40.4% | $2,521-23.9% | $4,762-59.7% |
| Participant deferral / active EE | $4,681 | $4,778-2.0% | $4,049+15.6% | $5,850-20.0% |
| Admin fee / account holder | $17 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |