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 | $53,078 | $185,200-71.3% | $142,863-62.8% | $167,490-68.3% |
| Participation rate | 71.4% | 78.4%-7.0pp | 71.9%-0.5pp | 82.1%-10.7pp |
| Annual return | 23.42% | 8555.70%-8532.3pp | 5637.54%-5614.1pp | 478.56%-455.1pp |
| Employer contribution / active EE | $864 | $5,604-84.6% | $4,144-79.1% | $4,837-82.1% |
| Participant deferral / active EE | $1,335 | $4,494-70.3% | $3,837-65.2% | $6,341-78.9% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |