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 | $44,173 | $202,318-78.2% | $172,739-74.4% | $152,861-71.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.62% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,651 | $5,856-37.7% | $5,143-29.0% | $4,762-23.3% |
| Participant deferral / active EE | $5,156 | $5,948-13.3% | $5,198-0.8% | $5,850-11.9% |
| Admin fee / account holder | $64 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |