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 | $45,319 | $183,963-75.4% | $162,163-72.1% | $152,861-70.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 107.99% | 150.76%-42.8pp | 115.59%-7.6pp | 345.32%-237.3pp |
| Employer contribution / active EE | $3,366 | $6,371-47.2% | $5,614-40.0% | $4,762-29.3% |
| Participant deferral / active EE | $7,504 | $8,034-6.6% | $7,298+2.8% | $5,850+28.3% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |