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 | $32,654 | $150,440-78.3% | $136,294-76.0% | $147,584-77.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.29% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $5,432 | $5,256+3.3% | $4,695+15.7% | $4,876+11.4% |
| Participant deferral / active EE | $4,054 | $6,630-38.9% | $6,247-35.1% | $5,439-25.5% |
| Admin fee / account holder | $269 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |