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 | $41,166 | $202,318-79.7% | $172,739-76.2% | $152,861-73.1% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.4%-3.5pp |
| Annual return | 39.17% | 1029.65%-990.5pp | 802.84%-763.7pp | 345.32%-306.1pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,944 | $5,948-16.9% | $5,198-4.9% | $5,850-15.5% |
| Admin fee / account holder | $8 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |