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 | $58,184 | $171,865-66.1% | $149,718-61.1% | $147,584-60.6% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 23.96% | 2113.22%-2089.3pp | 1501.63%-1477.7pp | 578.55%-554.6pp |
| Employer contribution / active EE | $4,177 | $6,275-33.4% | $5,445-23.3% | $4,876-14.3% |
| Participant deferral / active EE | $13,344 | $7,271+83.5% | $6,569+103.1% | $5,439+145.3% |
| Admin fee / account holder | $154 | $13,799-98.9% | $11,283-98.6% | $10,885-98.6% |