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 3-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 | $47,080 | $189,613-75.2% | $167,512-71.9% | $142,382-66.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.17% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $7,333 | $4,349+68.6% | $3,882+88.9% | $4,299+70.6% |
| Participant deferral / active EE | $31,060 | $6,981+344.9% | $6,405+385.0% | $6,507+377.3% |
| Admin fee / account holder | $112 | $10,528-98.9% | $9,769-98.9% | $12,624-99.1% |