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 | $79,966 | $98,240-18.6% | $82,313-2.9% | $147,584-45.8% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 16.33% | 30.85%-14.5pp | 25.88%-9.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,270 | $3,192-60.2% | $2,428-47.7% | $4,876-74.0% |
| Participant deferral / active EE | $3,372 | $4,383-23.1% | $3,706-9.0% | $5,439-38.0% |
| Admin fee / account holder | $3 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |