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 | $44,130 | $150,440-70.7% | $136,294-67.6% | $147,584-70.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.58% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,303 | $5,256-37.2% | $4,695-29.7% | $4,876-32.3% |
| Participant deferral / active EE | $4,969 | $6,630-25.1% | $6,247-20.5% | $5,439-8.6% |
| Admin fee / account holder | $4 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |