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 | $73,998 | $102,604-27.9% | $86,188-14.1% | $139,434-46.9% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.0%+17.4pp | 80.3%+6.0pp |
| Annual return | 14.58% | 1922.51%-1907.9pp | 1168.45%-1153.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,292 | $3,032-57.4% | $2,380-45.7% | $4,751-72.8% |
| Participant deferral / active EE | $2,393 | $4,676-48.8% | $3,985-40.0% | $6,710-64.3% |
| Admin fee / account holder | $22 | $8,657-99.7% | $6,852-99.7% | $11,403-99.8% |