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 | $64,408 | $135,952-52.6% | $123,892-48.0% | $273,961-76.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 13.61% | 56.63%-43.0pp | 47.52%-33.9pp | 41.45%-27.8pp |
| Employer contribution / active EE | $3,363 | $5,170-34.9% | $4,617-27.2% | $4,869-30.9% |
| Participant deferral / active EE | $3,669 | $6,343-42.2% | $5,984-38.7% | $5,287-30.6% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |