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 | $111,284 | $159,901-30.4% | $146,958-24.3% | $145,922-23.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.28% | 98.13%-73.9pp | 418.34%-394.1pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,278 | $5,286-38.0% | $4,933-33.5% | $4,660-29.6% |
| Participant deferral / active EE | $18,490 | $8,428+119.4% | $8,070+129.1% | $6,688+176.5% |
| Admin fee / account holder | $210 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |