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 | $29,462 | $150,440-80.4% | $136,294-78.4% | $147,584-80.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.31% | 1049.08%-1026.8pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $5,041 | $5,256-4.1% | $4,695+7.4% | $4,876+3.4% |
| Participant deferral / active EE | $10,508 | $6,630+58.5% | $6,247+68.2% | $5,439+93.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |