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 5-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 | $38,957 | $201,272-80.6% | $184,203-78.9% | $145,922-73.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.82% | 29.00%+9.8pp | 28.81%+10.0pp | 561.29%-522.5pp |
| Employer contribution / active EE | $12,273 | $7,022+74.8% | $6,427+91.0% | $4,660+163.4% |
| Participant deferral / active EE | $5,041 | $9,806-48.6% | $9,131-44.8% | $6,688-24.6% |
| Admin fee / account holder | $275 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |