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 | $49,231 | $124,185-60.4% | $108,410-54.6% | $167,490-70.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.30% | 1379.64%-1357.3pp | 905.27%-883.0pp | 478.56%-456.3pp |
| Employer contribution / active EE | $2,784 | $4,187-33.5% | $3,558-21.8% | $4,837-42.4% |
| Participant deferral / active EE | $3,480 | $6,908-49.6% | $6,563-47.0% | $6,341-45.1% |
| Admin fee / account holder | $65 | $9,455-99.3% | $7,295-99.1% | $12,309-99.5% |