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 | $70,914 | $171,865-58.7% | $149,718-52.6% | $147,584-51.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 20.22% | 2113.22%-2093.0pp | 1501.63%-1481.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,643 | $6,275-57.9% | $5,445-51.5% | $4,876-45.8% |
| Participant deferral / active EE | $4,998 | $7,271-31.3% | $6,569-23.9% | $5,439-8.1% |
| Admin fee / account holder | $74 | $13,799-99.5% | $11,283-99.3% | $10,885-99.3% |