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 | $87,871 | $180,449-51.3% | $154,107-43.0% | $135,375-35.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 48.73% | 888.09%-839.4pp | 735.12%-686.4pp | 519.73%-471.0pp |
| Employer contribution / active EE | $1,379 | $6,035-77.2% | $5,298-74.0% | $4,779-71.2% |
| Participant deferral / active EE | $4,357 | $5,806-25.0% | $5,081-14.2% | $5,609-22.3% |
| Admin fee / account holder | $242 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |