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 | $87,756 | $150,440-41.7% | $136,294-35.6% | $147,584-40.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.11% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,319 | $5,256-55.9% | $4,695-50.6% | $4,876-52.4% |
| Participant deferral / active EE | $4,544 | $6,630-31.5% | $6,247-27.3% | $5,439-16.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |