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 | $23,635 | $101,069-76.6% | $81,478-71.0% | $147,584-84.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 20.22% | 32.40%-12.2pp | 38.78%-18.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $4,710 | $3,205+47.0% | $2,568+83.4% | $4,876-3.4% |
| Participant deferral / active EE | $3,010 | $4,242-29.1% | $3,537-14.9% | $5,439-44.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |