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 4-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 | $72,798 | $159,901-54.5% | $146,958-50.5% | $145,922-50.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.60% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.7pp |
| Employer contribution / active EE | $3,286 | $5,286-37.8% | $4,933-33.4% | $4,660-29.5% |
| Participant deferral / active EE | $14,334 | $8,428+70.1% | $8,070+77.6% | $6,688+114.3% |
| Admin fee / account holder | $145 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |