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 | $46,820 | $97,125-51.8% | $86,233-45.7% | $137,256-65.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 14.41% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,241 | $2,841-56.3% | $2,504-50.4% | $4,156-70.1% |
| Participant deferral / active EE | $3,080 | $5,180-40.5% | $4,559-32.5% | $6,407-51.9% |
| Admin fee / account holder | $223 | $9,725-97.7% | $8,342-97.3% | $12,270-98.2% |