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 | $48,518 | $150,440-67.7% | $136,294-64.4% | $147,584-67.1% |
| Participation rate | 79.2% | 84.4%-5.3pp | 81.9%-2.8pp | 82.8%-3.7pp |
| Annual return | 22.62% | 1049.08%-1026.5pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $3,612 | $5,256-31.3% | $4,695-23.1% | $4,876-25.9% |
| Participant deferral / active EE | $5,915 | $6,630-10.8% | $6,247-5.3% | $5,439+8.8% |
| Admin fee / account holder | $89 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |