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 | $45,300 | $159,901-71.7% | $146,958-69.2% | $145,922-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.04% | 98.13%-61.1pp | 418.34%-381.3pp | 561.29%-524.2pp |
| Employer contribution / active EE | $11,500 | $5,286+117.6% | $4,933+133.1% | $4,660+146.8% |
| Participant deferral / active EE | $14,449 | $8,428+71.4% | $8,070+79.0% | $6,688+116.1% |
| Admin fee / account holder | $209 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |