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 | $63,976 | $150,440-57.5% | $136,294-53.1% | $147,584-56.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.71% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,789 | $5,256-46.9% | $4,695-40.6% | $4,876-42.8% |
| Participant deferral / active EE | $2,836 | $6,630-57.2% | $6,247-54.6% | $5,439-47.9% |
| Admin fee / account holder | -$2 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |