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 | $22,051 | $99,918-77.9% | $81,382-72.9% | $145,922-84.9% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 9.29% | 34.32%-25.0pp | 24.73%-15.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,580 | $2,978-46.9% | $2,463-35.8% | $4,660-66.1% |
| Participant deferral / active EE | $3,010 | $4,605-34.6% | $3,883-22.5% | $6,688-55.0% |
| Admin fee / account holder | $4 | $8,212-100.0% | $5,768-99.9% | $13,397-100.0% |