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 8-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 | $147,713 | $138,044+7.0% | $125,339+17.9% | $134,475+9.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.53% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $15,431 | $5,243+194.3% | $4,814+220.6% | $4,740+225.6% |
| Participant deferral / active EE | $16,652 | $7,799+113.5% | $7,446+123.6% | $6,400+160.2% |
| Admin fee / account holder | $29 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |