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 7-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 | $11,578 | $100,852-88.5% | $90,404-87.2% | $158,922-92.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 89.97% | 1724.20%-1634.2pp | 1293.02%-1203.0pp | 302.83%-212.9pp |
| Employer contribution / active EE | $1,695 | $3,689-54.1% | $3,262-48.0% | $4,761-64.4% |
| Participant deferral / active EE | $4,971 | $4,348+14.3% | $3,963+25.4% | $5,982-16.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |