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 | $20,824 | $197,825-89.5% | $155,790-86.6% | $125,391-83.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 11551.62% | 86.74%+11464.9pp | 71.54%+11480.1pp | 282.22%+11269.4pp |
| Employer contribution / active EE | $1,481 | $4,847-69.4% | $3,836-61.4% | $4,866-69.6% |
| Participant deferral / active EE | $4,265 | $5,630-24.2% | $4,797-11.1% | $5,352-20.3% |
| Admin fee / account holder | $12 | $9,545-99.9% | $7,478-99.8% | $9,540-99.9% |