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 | $45,132 | $100,852-55.2% | $90,404-50.1% | $158,922-71.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 14.37% | 1724.20%-1709.8pp | 1293.02%-1278.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,468 | $3,689-60.2% | $3,262-55.0% | $4,761-69.2% |
| Participant deferral / active EE | $3,875 | $4,348-10.9% | $3,963-2.2% | $5,982-35.2% |
| Admin fee / account holder | $32 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |