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 | $70,706 | $102,966-31.3% | $90,281-21.7% | $152,861-53.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 16.52% | 95.16%-78.6pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,908 | $3,139-39.2% | $2,854-33.2% | $4,762-59.9% |
| Participant deferral / active EE | $1,357 | $4,281-68.3% | $3,885-65.1% | $5,850-76.8% |
| Admin fee / account holder | $128 | $6,171-97.9% | $5,351-97.6% | $11,596-98.9% |