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 | $51,140 | $202,318-74.7% | $172,739-70.4% | $152,861-66.5% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 26.08% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,755 | $5,856-18.8% | $5,143-7.5% | $4,762-0.1% |
| Participant deferral / active EE | $4,174 | $5,948-29.8% | $5,198-19.7% | $5,850-28.7% |
| Admin fee / account holder | $102 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |