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 5-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 | $43,541 | $133,958-67.5% | $112,228-61.2% | $134,475-67.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 8139.33% | 47.11%+8092.2pp | 27.45%+8111.9pp | 417.96%+7721.4pp |
| Employer contribution / active EE | $2,546 | $4,038-36.9% | $3,635-29.9% | $4,740-46.3% |
| Participant deferral / active EE | $7,487 | $5,291+41.5% | $4,728+58.4% | $6,400+17.0% |
| Admin fee / account holder | $242 | $7,489-96.8% | $6,410-96.2% | $11,426-97.9% |