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 | $104,237 | $74,879,922-99.9% | $40,145,923-99.7% | $273,961-62.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 4.37% | 2.55%+1.8pp | 5.24%-0.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $10,729 | $2,350+356.6% | $1,844+481.9% | $4,869+120.4% |
| Participant deferral / active EE | $6,995 | $2,962+136.2% | $2,591+170.0% | $5,287+32.3% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |