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 | $48,423 | $150,440-67.8% | $136,294-64.5% | $147,584-67.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.85% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,863 | $5,256-45.5% | $4,695-39.0% | $4,876-41.3% |
| Participant deferral / active EE | $14,149 | $6,630+113.4% | $6,247+126.5% | $5,439+160.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |