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 | $41,761 | $99,020-57.8% | $86,590-51.8% | $147,584-71.7% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 20.99% | 1312.34%-1291.4pp | 964.84%-943.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,345 | $3,972+34.6% | $3,609+48.1% | $5,439-1.7% |
| Admin fee / account holder | $9 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |