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 | $35,908 | $226,064-84.1% | $182,532-80.3% | $152,861-76.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 29.93% | 192.51%-162.6pp | 148.54%-118.6pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,156 | $4,978-76.8% | $4,076-71.6% | $4,762-75.7% |
| Participant deferral / active EE | $2,302 | $6,368-63.8% | $5,524-58.3% | $5,850-60.6% |
| Admin fee / account holder | $4 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |