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 | $71,605 | $144,119-50.3% | $117,854-39.2% | $147,584-51.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.54% | 531.15%-506.6pp | 335.08%-310.5pp | 578.55%-554.0pp |
| Employer contribution / active EE | $3,038 | $4,896-38.0% | $3,786-19.8% | $4,876-37.7% |
| Participant deferral / active EE | $8,055 | $5,316+51.5% | $4,482+79.7% | $5,439+48.1% |
| Admin fee / account holder | $17 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |