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 | $69,650 | $105,998-34.3% | $92,233-24.5% | $147,584-52.8% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 13.64% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,566 | $4,333-40.8% | $3,679-30.2% | $4,876-47.4% |
| Participant deferral / active EE | $7,684 | $4,478+71.6% | $3,897+97.2% | $5,439+41.3% |
| Admin fee / account holder | $70 | $6,332-98.9% | $5,194-98.6% | $10,885-99.4% |