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 | $80,921 | $100,852-19.8% | $90,404-10.5% | $158,922-49.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 19.72% | 1724.20%-1704.5pp | 1293.02%-1273.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $782 | $3,689-78.8% | $3,262-76.0% | $4,761-83.6% |
| Participant deferral / active EE | $5,047 | $4,348+16.1% | $3,963+27.3% | $5,982-15.6% |
| Admin fee / account holder | $138 | $6,501-97.9% | $5,611-97.5% | $11,246-98.8% |