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 | $75,227 | $100,773-25.4% | $88,946-15.4% | $142,382-47.2% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 19.39% | 70.18%-50.8pp | 57.82%-38.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,510 | $2,918-48.3% | $2,555-40.9% | $4,299-64.9% |
| Participant deferral / active EE | $3,265 | $5,230-37.6% | $4,581-28.7% | $6,507-49.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |