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 | $146,713 | $159,901-8.2% | $146,958-0.2% | $145,922+0.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 24.53% | 98.13%-73.6pp | 418.34%-393.8pp | 561.29%-536.8pp |
| Employer contribution / active EE | $6,077 | $5,286+15.0% | $4,933+23.2% | $4,660+30.4% |
| Participant deferral / active EE | $11,810 | $8,428+40.1% | $8,070+46.3% | $6,688+76.6% |
| Admin fee / account holder | $101 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |