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 8-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 | $30,370 | $50,958-40.4% | $74,550-59.3% | $64,186-52.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1825.81% | -1.86%+1827.7pp | 32.53%+1793.3pp | 7.63%+1818.2pp |
| Employer contribution / active EE | $1,774 | $1,115+59.0% | $1,961-9.5% | $2,381-25.5% |
| Participant deferral / active EE | $1,531 | $2,301-33.5% | $3,108-50.7% | $3,470-55.9% |
| Admin fee / account holder | $106 | $4,223-97.5% | $5,060-97.9% | $4,888-97.8% |