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 6-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 | $52,750 | $189,613-72.2% | $167,512-68.5% | $142,382-63.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.65% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,201 | $4,349+19.6% | $3,882+34.0% | $4,299+21.0% |
| Participant deferral / active EE | $15,264 | $6,981+118.6% | $6,405+138.3% | $6,507+134.6% |
| Admin fee / account holder | $74 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |