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 | $41,844 | $183,963-77.3% | $162,163-74.2% | $152,861-72.6% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 16.94% | 150.76%-133.8pp | 115.59%-98.7pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,533 | $6,371-60.2% | $5,614-54.9% | $4,762-46.8% |
| Participant deferral / active EE | $3,458 | $8,034-57.0% | $7,298-52.6% | $5,850-40.9% |
| Admin fee / account holder | $161 | $13,121-98.8% | $10,843-98.5% | $11,596-98.6% |