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 | $42,812 | $88,751-51.8% | $81,812-47.7% | $145,922-70.7% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 23.30% | 1025.40%-1002.1pp | 773.79%-750.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,431 | $3,083-21.2% | $2,912-16.5% | $4,660-47.8% |
| Participant deferral / active EE | $2,589 | $4,643-44.2% | $4,319-40.0% | $6,688-61.3% |
| Admin fee / account holder | $40 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |