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 | $53,365 | $183,519-70.9% | $155,509-65.7% | $145,922-63.4% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 13.74% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,616 | $5,313-13.1% | $4,672-1.2% | $4,660-0.9% |
| Participant deferral / active EE | $4,754 | $6,462-26.4% | $5,626-15.5% | $6,688-28.9% |
| Admin fee / account holder | $174 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |