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 | $15,859 | $117,381-86.5% | $99,443-84.1% | $152,861-89.6% |
| Participation rate | 90.9% | 77.5%+13.4pp | 73.8%+17.1pp | 82.4%+8.5pp |
| Annual return | 25.68% | 31.87%-6.2pp | 30.72%-5.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,290 | $3,013-57.2% | $2,540-49.2% | $4,762-72.9% |
| Participant deferral / active EE | $2,598 | $4,086-36.4% | $3,619-28.2% | $5,850-55.6% |
| Admin fee / account holder | $169 | $7,631-97.8% | $6,250-97.3% | $11,596-98.5% |