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 | $64,388 | $150,440-57.2% | $136,294-52.8% | $147,584-56.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.39% | 1049.08%-1036.7pp | 5155.94%-5143.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $4,218 | $5,256-19.8% | $4,695-10.2% | $4,876-13.5% |
| Participant deferral / active EE | $6,888 | $6,630+3.9% | $6,247+10.3% | $5,439+26.6% |
| Admin fee / account holder | $291 | $10,905-97.3% | $9,243-96.9% | $10,885-97.3% |