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 4-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 | $30,234 | $169,032-82.1% | $129,207-76.6% | $145,922-79.3% |
| Participation rate | 72.2% | 76.4%-4.2pp | 69.6%+2.6pp | 80.3%-8.1pp |
| Annual return | 19.44% | 14330.11%-14310.7pp | 9417.33%-9397.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $4,179 | $5,537-24.5% | $4,153+0.6% | $4,660-10.3% |
| Participant deferral / active EE | $6,257 | $4,987+25.5% | $4,168+50.1% | $6,688-6.4% |
| Admin fee / account holder | $237 | $9,954-97.6% | $7,715-96.9% | $13,397-98.2% |