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 | $40,368 | $70,756-42.9% | $65,493-38.4% | $142,382-71.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.72% | 1754.89%-1735.2pp | 982.45%-962.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $511 | $2,881-82.3% | $2,574-80.2% | $4,299-88.1% |
| Participant deferral / active EE | $6,146 | $4,637+32.5% | $3,961+55.2% | $6,507-5.6% |
| Admin fee / account holder | $84 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |