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 | $34,999 | $112,881-69.0% | $90,951-61.5% | $158,922-78.0% |
| Participation rate | 73.9% | 74.7%-0.8pp | 69.0%+4.9pp | 82.0%-8.0pp |
| Annual return | 17.53% | 215.79%-198.3pp | 134.60%-117.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,920 | $2,893-33.6% | $2,122-9.5% | $4,761-59.7% |
| Participant deferral / active EE | $3,918 | $4,128-5.1% | $3,373+16.2% | $5,982-34.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |