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 | $55,100 | $202,318-72.8% | $172,739-68.1% | $152,861-64.0% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 29.58% | 1029.65%-1000.1pp | 802.84%-773.3pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,768 | $5,856-69.8% | $5,143-65.6% | $4,762-62.9% |
| Participant deferral / active EE | $6,521 | $5,948+9.6% | $5,198+25.5% | $5,850+11.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |