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 | $51,650 | $210,648-75.5% | $177,989-71.0% | $145,922-64.6% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.85% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,669 | $4,565-41.5% | $3,949-32.4% | $4,660-42.7% |
| Participant deferral / active EE | $4,798 | $6,958-31.0% | $6,276-23.6% | $6,688-28.3% |
| Admin fee / account holder | $18 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |