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 | $124,231 | $169,032-26.5% | $129,207-3.9% | $145,922-14.9% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 16.31% | 14330.11%-14313.8pp | 9417.33%-9401.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,570 | $5,537-71.6% | $4,153-62.2% | $4,660-66.3% |
| Participant deferral / active EE | $4,049 | $4,987-18.8% | $4,168-2.9% | $6,688-39.5% |
| Admin fee / account holder | $9 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |