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 | $73,742 | $159,901-53.9% | $146,958-49.8% | $145,922-49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $11,529 | $5,286+118.1% | $4,933+133.7% | $4,660+147.4% |
| Participant deferral / active EE | $4,511 | $8,428-46.5% | $8,070-44.1% | $6,688-32.6% |
| Admin fee / account holder | $53 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |