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 | $62,907 | $202,318-68.9% | $172,739-63.6% | $152,861-58.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.80% | 1029.65%-1008.9pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,572 | $5,856-73.2% | $5,143-69.4% | $4,762-67.0% |
| Participant deferral / active EE | $5,735 | $5,948-3.6% | $5,198+10.3% | $5,850-2.0% |
| Admin fee / account holder | $233 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |