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 9-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 | $39,683 | $171,865-76.9% | $149,718-73.5% | $147,584-73.1% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 616.70% | 2113.22%-1496.5pp | 1501.63%-884.9pp | 578.55%+38.2pp |
| Employer contribution / active EE | $4,651 | $6,275-25.9% | $5,445-14.6% | $4,876-4.6% |
| Participant deferral / active EE | $5,626 | $7,271-22.6% | $6,569-14.3% | $5,439+3.5% |
| Admin fee / account holder | $242 | $13,799-98.2% | $11,283-97.9% | $10,885-97.8% |