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 4-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 | $107,946 | $74,888+44.1% | $71,209+51.6% | $142,382-24.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 41.57% | 345.14%-303.6pp | 282.51%-240.9pp | 217.08%-175.5pp |
| Employer contribution / active EE | $822 | $2,854-71.2% | $2,721-69.8% | $4,299-80.9% |
| Participant deferral / active EE | $1,948 | $4,454-56.3% | $4,175-53.3% | $6,507-70.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |