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 | $47,536 | $176,662-73.1% | $130,648-63.6% | $152,861-68.9% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.4%-12.4pp |
| Annual return | 19.99% | 2692.24%-2672.2pp | 1708.96%-1689.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,217 | $5,742-78.8% | $4,092-70.3% | $4,762-74.5% |
| Participant deferral / active EE | $1,593 | $4,361-63.5% | $3,603-55.8% | $5,850-72.8% |
| Admin fee / account holder | $195 | $7,133-97.3% | $5,464-96.4% | $11,596-98.3% |