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 | $16,711 | $103,949-83.9% | $69,182-75.8% | $273,961-93.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 197.70% | 35.28%+162.4pp | -21.93%+219.6pp | 41.45%+156.2pp |
| Employer contribution / active EE | $3,870 | $1,783+117.1% | $1,206+220.9% | $4,869-20.5% |
| Participant deferral / active EE | $2,137 | $2,716-21.3% | $1,897+12.7% | $5,287-59.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |