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 | $66,104 | $100,852-34.5% | $90,404-26.9% | $158,922-58.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.77% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $6,277 | $3,689+70.2% | $3,262+92.4% | $4,761+31.8% |
| Participant deferral / active EE | $5,172 | $4,348+18.9% | $3,963+30.5% | $5,982-13.5% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |