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 | $45,979 | $100,852-54.4% | $90,404-49.1% | $158,922-71.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 10.37% | 1724.20%-1713.8pp | 1293.02%-1282.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,194 | $3,689-40.5% | $3,262-32.7% | $4,761-53.9% |
| Participant deferral / active EE | $3,369 | $4,348-22.5% | $3,963-15.0% | $5,982-43.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |