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 5-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 | $50,454 | $111,814-54.9% | $103,374-51.2% | $145,959-65.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.73% | 24.77%-9.0pp | 24.89%-9.2pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,249 | $4,214-22.9% | $3,869-16.0% | $4,661-30.3% |
| Participant deferral / active EE | $4,375 | $5,618-22.1% | $5,058-13.5% | $6,689-34.6% |
| Admin fee / account holder | $78 | $9,754-99.2% | $8,394-99.1% | $13,398-99.4% |