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 | $22,879 | $121,625-81.2% | $104,607-78.1% | $158,922-85.6% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 20.32% | 465.26%-444.9pp | 340.46%-320.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,380 | $3,163-56.4% | $2,681-48.5% | $4,761-71.0% |
| Participant deferral / active EE | $2,797 | $4,177-33.0% | $3,740-25.2% | $5,982-53.2% |
| Admin fee / account holder | $5 | $7,787-99.9% | $6,473-99.9% | $11,246-100.0% |