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 | $47,317 | $150,440-68.5% | $136,294-65.3% | $147,584-67.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.17% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $5,314 | $5,256+1.1% | $4,695+13.2% | $4,876+9.0% |
| Participant deferral / active EE | $5,055 | $6,630-23.8% | $6,247-19.1% | $5,439-7.1% |
| Admin fee / account holder | $109 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |