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 4-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 | $47,809 | $138,044-65.4% | $125,339-61.9% | $134,475-64.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $30,000 | $5,243+472.2% | $4,814+523.2% | $4,740+533.0% |
| Participant deferral / active EE | $24,375 | $7,799+212.5% | $7,446+227.3% | $6,400+280.9% |
| Admin fee / account holder | $146 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |