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 | $22,255 | $127,386-82.5% | $115,037-80.7% | $125,391-82.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4146.32% | 31.28%+4115.0pp | 26.14%+4120.2pp | 282.22%+3864.1pp |
| Employer contribution / active EE | $3,323 | $5,166-35.7% | $4,608-27.9% | $4,866-31.7% |
| Participant deferral / active EE | $14,898 | $6,423+132.0% | $6,026+147.2% | $5,352+178.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |