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 | $77,711 | $171,865-54.8% | $149,718-48.1% | $147,584-47.3% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 23.01% | 2113.22%-2090.2pp | 1501.63%-1478.6pp | 578.55%-555.5pp |
| Employer contribution / active EE | $4,676 | $6,275-25.5% | $5,445-14.1% | $4,876-4.1% |
| Participant deferral / active EE | $8,976 | $7,271+23.4% | $6,569+36.6% | $5,439+65.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |