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 | $49,861 | $144,119-65.4% | $117,854-57.7% | $147,584-66.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 16.62% | 531.15%-514.5pp | 335.08%-318.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,390 | $4,896-71.6% | $3,786-63.3% | $4,876-71.5% |
| Participant deferral / active EE | $1,612 | $5,316-69.7% | $4,482-64.0% | $5,439-70.4% |
| Admin fee / account holder | $77 | $10,886-99.3% | $8,020-99.0% | $10,885-99.3% |