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 7-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 | $52,401 | $102,604-48.9% | $86,188-39.2% | $139,434-62.4% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.0%+9.3pp | 80.3%-2.1pp |
| Annual return | 10.34% | 1922.51%-1912.2pp | 1168.45%-1158.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,159 | $4,676-75.2% | $3,985-70.9% | $6,710-82.7% |
| Admin fee / account holder | $115 | $8,657-98.7% | $6,852-98.3% | $11,403-99.0% |