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 | $56,533 | $150,440-62.4% | $136,294-58.5% | $147,584-61.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.74% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,292 | $5,256-37.4% | $4,695-29.9% | $4,876-32.5% |
| Participant deferral / active EE | $6,221 | $6,630-6.2% | $6,247-0.4% | $5,439+14.4% |
| Admin fee / account holder | $298 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |