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 | $67,124 | $57,281+17.2% | $86,612-22.5% | $75,163-10.7% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 15.97% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,178 | $2,314+37.3% | $3,022+5.1% | $2,670+19.0% |
| Participant deferral / active EE | $4,331 | $3,318+30.5% | $4,438-2.4% | $4,125+5.0% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |