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 10-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 | $235,803 | $171,865+37.2% | $149,718+57.5% | $147,584+59.8% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 14.94% | 2113.22%-2098.3pp | 1501.63%-1486.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $19,947 | $6,275+217.9% | $5,445+266.3% | $4,876+309.1% |
| Participant deferral / active EE | $12,374 | $7,271+70.2% | $6,569+88.4% | $5,439+127.5% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |