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 | $146,509 | $183,592-20.2% | $155,567-5.8% | $145,959+0.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.25% | 61.24%-42.0pp | 64.74%-45.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $1,457 | $5,315-72.6% | $4,674-68.8% | $4,661-68.7% |
| Participant deferral / active EE | $4,979 | $6,464-23.0% | $5,628-11.5% | $6,689-25.6% |
| Admin fee / account holder | $39 | $19,318-99.8% | $15,916-99.8% | $13,398-99.7% |