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 | $42,457 | $106,515-60.1% | $96,683-56.1% | $139,434-69.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 21.54% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,089 | $4,103-73.5% | $3,737-70.9% | $4,751-77.1% |
| Participant deferral / active EE | $1,517 | $5,454-72.2% | $4,878-68.9% | $6,710-77.4% |
| Admin fee / account holder | $274 | $7,877-96.5% | $6,730-95.9% | $11,403-97.6% |