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 | $18,499 | $105,859-82.5% | $90,160-79.5% | $147,584-87.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 21.19% | 37.63%-16.4pp | 34.88%-13.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,899 | $4,126-54.0% | $3,318-42.8% | $4,876-61.0% |
| Participant deferral / active EE | $1,964 | $5,733-65.7% | $5,288-62.9% | $5,439-63.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |