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 | $25,765 | $150,440-82.9% | $136,294-81.1% | $147,584-82.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 37.17% | 1049.08%-1011.9pp | 5155.94%-5118.8pp | 578.55%-541.4pp |
| Employer contribution / active EE | $8,972 | $5,256+70.7% | $4,695+91.1% | $4,876+84.0% |
| Participant deferral / active EE | $8,246 | $6,630+24.4% | $6,247+32.0% | $5,439+51.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |