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 5-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 | $58,157 | $159,901-63.6% | $146,958-60.4% | $145,922-60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,156 | $5,286-40.3% | $4,933-36.0% | $4,660-32.3% |
| Participant deferral / active EE | $7,319 | $8,428-13.2% | $8,070-9.3% | $6,688+9.4% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |