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 | $57,201 | $109,982-48.0% | $97,226-41.2% | $145,922-60.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 73.64% | 242.90%-169.3pp | 75.13%-1.5pp | 561.29%-487.6pp |
| Employer contribution / active EE | $25,153 | $3,084+715.6% | $2,729+821.8% | $4,660+439.8% |
| Participant deferral / active EE | $19,000 | $4,676+306.3% | $4,264+345.6% | $6,688+184.1% |
| Admin fee / account holder | $10 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |