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 3-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 | $22,023 | $167,307-86.8% | $143,757-84.7% | $134,475-83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 72.44% | 0.46%+72.0pp | -0.04%+72.5pp | 417.96%-345.5pp |
| Employer contribution / active EE | $15,812 | $5,619+181.4% | $4,951+219.4% | $4,740+233.6% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $104 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |