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 | $43,905 | $99,020-55.7% | $86,590-49.3% | $147,584-70.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.52% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,304 | $3,132+69.3% | $2,839+86.8% | $4,876+8.8% |
| Participant deferral / active EE | $7,109 | $3,972+79.0% | $3,609+97.0% | $5,439+30.7% |
| Admin fee / account holder | $8 | $5,710-99.9% | $4,906-99.8% | $10,885-99.9% |