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 | $52,834 | $150,440-64.9% | $136,294-61.2% | $147,584-64.2% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 18.19% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,095 | $5,256-41.1% | $4,695-34.1% | $4,876-36.5% |
| Participant deferral / active EE | $5,995 | $6,630-9.6% | $6,247-4.0% | $5,439+10.2% |
| Admin fee / account holder | $5 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |