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 | $64,735 | $81,625-20.7% | $58,482+10.7% | $139,434-53.6% |
| Participation rate | 93.8% | 61.3%+32.4pp | 50.9%+42.9pp | 80.3%+13.4pp |
| Annual return | 17.06% | 7404.20%-7387.1pp | 4239.32%-4222.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,128 | $1,398-19.3% | $1,053+7.1% | $4,751-76.3% |
| Participant deferral / active EE | $2,411 | $2,557-5.7% | $1,924+25.3% | $6,710-64.1% |
| Admin fee / account holder | $272 | $3,265-91.7% | $2,516-89.2% | $11,403-97.6% |