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 | $43,930 | $150,440-70.8% | $136,294-67.8% | $147,584-70.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.79% | 1049.08%-1024.3pp | 5155.94%-5131.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $4,842 | $5,256-7.9% | $4,695+3.1% | $4,876-0.7% |
| Participant deferral / active EE | $20,317 | $6,630+206.4% | $6,247+225.2% | $5,439+273.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |