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 | $67,173 | $102,966-34.8% | $90,281-25.6% | $152,861-56.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 14.84% | 95.16%-80.3pp | 78.10%-63.3pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,691 | $3,139-14.3% | $2,854-5.7% | $4,762-43.5% |
| Participant deferral / active EE | $3,035 | $4,281-29.1% | $3,885-21.9% | $5,850-48.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |