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 | $0 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.4%-47.4pp |
| Annual return | 24.65% | 12.82%+11.8pp | 13.48%+11.2pp | 12.16%+12.5pp |
| Employer contribution / active EE | $15,080 | $49,622-69.6% | $47,067-68.0% | $44,746-66.3% |
| Participant deferral / active EE | $6,615 | $174+3697.9% | $200+3206.2% | $170+3783.5% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |