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 | $38,223 | $144,119-73.5% | $117,854-67.6% | $147,584-74.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.59% | 531.15%-507.6pp | 335.08%-311.5pp | 578.55%-555.0pp |
| Employer contribution / active EE | $6,552 | $4,896+33.8% | $3,786+73.1% | $4,876+34.4% |
| Participant deferral / active EE | $10,527 | $5,316+98.0% | $4,482+134.9% | $5,439+93.6% |
| Admin fee / account holder | $171 | $10,886-98.4% | $8,020-97.9% | $10,885-98.4% |