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 | $143,391 | $100,852+42.2% | $90,404+58.6% | $158,922-9.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.08% | 1724.20%-1706.1pp | 1293.02%-1274.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,064 | $3,689-44.0% | $3,262-36.7% | $4,761-56.7% |
| Participant deferral / active EE | $4,755 | $4,348+9.4% | $3,963+20.0% | $5,982-20.5% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |