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 | $153,280 | $171,865-10.8% | $149,718+2.4% | $147,584+3.9% |
| Participation rate | 73.3% | 88.2%-14.9pp | 87.1%-13.7pp | 82.8%-9.5pp |
| Annual return | 23.95% | 2113.22%-2089.3pp | 1501.63%-1477.7pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,759 | $6,275-72.0% | $5,445-67.7% | $4,876-63.9% |
| Participant deferral / active EE | $9,300 | $7,271+27.9% | $6,569+41.6% | $5,439+71.0% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |