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 6-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 | $50,008 | $117,983-57.6% | $101,794-50.9% | $142,382-64.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.47% | 36.92%-21.4pp | 30.53%-15.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,271 | $2,773-54.2% | $2,289-44.5% | $4,299-70.4% |
| Participant deferral / active EE | $6,939 | $4,714+47.2% | $4,084+69.9% | $6,507+6.6% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |