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 | $57,861 | $202,318-71.4% | $172,739-66.5% | $152,861-62.1% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 16.63% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,204 | $5,856-62.4% | $5,143-57.1% | $4,762-53.7% |
| Participant deferral / active EE | $3,004 | $5,948-49.5% | $5,198-42.2% | $5,850-48.7% |
| Admin fee / account holder | $96 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |