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 | $42,069 | $144,119-70.8% | $117,854-64.3% | $147,584-71.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 62.56% | 531.15%-468.6pp | 335.08%-272.5pp | 578.55%-516.0pp |
| Employer contribution / active EE | $2,481 | $4,896-49.3% | $3,786-34.5% | $4,876-49.1% |
| Participant deferral / active EE | $11,082 | $5,316+108.5% | $4,482+147.3% | $5,439+103.8% |
| Admin fee / account holder | $78 | $10,886-99.3% | $8,020-99.0% | $10,885-99.3% |