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 | $88,913 | $99,079-10.3% | $77,999+14.0% | $273,961-67.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 8.90% | 217.93%-209.0pp | 425.96%-417.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,406 | $3,308-57.5% | $2,470-43.1% | $4,869-71.1% |
| Participant deferral / active EE | $3,093 | $4,306-28.2% | $3,497-11.5% | $5,287-41.5% |
| Admin fee / account holder | $151 | $8,954-98.3% | $5,480-97.2% | $10,132-98.5% |