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 8-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 | $55,803 | $183,963-69.7% | $162,163-65.6% | $152,861-63.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.66% | 150.76%-120.1pp | 115.59%-84.9pp | 345.32%-314.7pp |
| Employer contribution / active EE | $5,741 | $6,371-9.9% | $5,614+2.3% | $4,762+20.6% |
| Participant deferral / active EE | $15,858 | $8,034+97.4% | $7,298+117.3% | $5,850+171.1% |
| Admin fee / account holder | $99 | $13,121-99.2% | $10,843-99.1% | $11,596-99.1% |