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 | $64,062 | $144,119-55.5% | $117,854-45.6% | $147,584-56.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 158.09% | 531.15%-373.1pp | 335.08%-177.0pp | 578.55%-420.5pp |
| Employer contribution / active EE | $13,478 | $4,896+175.3% | $3,786+256.0% | $4,876+176.4% |
| Participant deferral / active EE | $7,176 | $5,316+35.0% | $4,482+60.1% | $5,439+31.9% |
| Admin fee / account holder | $19 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |