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 8-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 | $88,750 | $189,613-53.2% | $167,512-47.0% | $142,382-37.7% |
| Participation rate | 76.5% | 80.1%-3.7pp | 77.1%-0.6pp | 80.1%-3.6pp |
| Annual return | 19.78% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $5,668 | $4,349+30.3% | $3,882+46.0% | $4,299+31.8% |
| Participant deferral / active EE | $9,198 | $6,981+31.8% | $6,405+43.6% | $6,507+41.4% |
| Admin fee / account holder | $49 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |