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 | $48,904 | $138,065-64.6% | $123,544-60.4% | $135,375-63.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 21.43% | 153.68%-132.3pp | 119.20%-97.8pp | 519.73%-498.3pp |
| Employer contribution / active EE | $1,992 | $5,151-61.3% | $4,628-57.0% | $4,779-58.3% |
| Participant deferral / active EE | $9,723 | $6,799+43.0% | $6,426+51.3% | $5,609+73.4% |
| Admin fee / account holder | $85 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |