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 | $50,825 | $107,334-52.6% | $92,893-45.3% | $152,861-66.8% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 21.06% | 145.58%-124.5pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,451 | $4,221-41.9% | $3,653-32.9% | $4,762-48.5% |
| Participant deferral / active EE | $4,128 | $4,845-14.8% | $4,236-2.6% | $5,850-29.4% |
| Admin fee / account holder | $8 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |