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 | $38,936 | $198,466-80.4% | $170,442-77.2% | $147,584-73.6% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 16.27% | 257.29%-241.0pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,048 | $6,184-50.7% | $5,433-43.9% | $4,876-37.5% |
| Participant deferral / active EE | $2,474 | $5,629-56.1% | $4,939-49.9% | $5,439-54.5% |
| Admin fee / account holder | $9 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |