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 | $63,650 | $100,852-36.9% | $90,404-29.6% | $158,922-59.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.31% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $5,449 | $3,689+47.7% | $3,262+67.0% | $4,761+14.4% |
| Participant deferral / active EE | $3,412 | $4,348-21.5% | $3,963-13.9% | $5,982-43.0% |
| Admin fee / account holder | $281 | $6,501-95.7% | $5,611-95.0% | $11,246-97.5% |