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 | $114,759 | $150,440-23.7% | $136,294-15.8% | $147,584-22.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.30% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,901 | $5,256-44.8% | $4,695-38.2% | $4,876-40.5% |
| Participant deferral / active EE | $7,867 | $6,630+18.7% | $6,247+25.9% | $5,439+44.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |