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 | $42,383 | $202,318-79.1% | $172,739-75.5% | $152,861-72.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 16.38% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,021 | $5,856-65.5% | $5,143-60.7% | $4,762-57.6% |
| Participant deferral / active EE | $5,479 | $5,948-7.9% | $5,198+5.4% | $5,850-6.3% |
| Admin fee / account holder | $233 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |