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 | $15,935 | $81,625-80.5% | $58,482-72.8% | $139,434-88.6% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 36.56% | 7404.20%-7367.6pp | 4239.32%-4202.8pp | 372.94%-336.4pp |
| Employer contribution / active EE | $1,415 | $1,398+1.2% | $1,053+34.3% | $4,751-70.2% |
| Participant deferral / active EE | $3,023 | $2,557+18.2% | $1,924+57.1% | $6,710-54.9% |
| Admin fee / account holder | $160 | $3,265-95.1% | $2,516-93.6% | $11,403-98.6% |