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 | $24,892 | $90,600-72.5% | $79,464-68.7% | $135,375-81.6% |
| Participation rate | 91.3% | 76.0%+15.3pp | 73.3%+18.0pp | 82.6%+8.7pp |
| Annual return | 5.80% | 977.43%-971.6pp | 718.14%-712.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $6,331 | $3,068+106.3% | $2,800+126.1% | $4,779+32.5% |
| Participant deferral / active EE | $4,409 | $4,050+8.9% | $3,704+19.1% | $5,609-21.4% |
| Admin fee / account holder | $139 | $5,907-97.6% | $5,113-97.3% | $10,827-98.7% |