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 | $28,779 | $185,200-84.5% | $142,863-79.9% | $167,490-82.8% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 28.67% | 8555.70%-8527.0pp | 5637.54%-5608.9pp | 478.56%-449.9pp |
| Employer contribution / active EE | $980 | $5,604-82.5% | $4,144-76.3% | $4,837-79.7% |
| Participant deferral / active EE | $3,813 | $4,494-15.2% | $3,837-0.6% | $6,341-39.9% |
| Admin fee / account holder | $20 | $8,031-99.8% | $6,560-99.7% | $12,309-99.8% |