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 6-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 | $145,954 | $159,901-8.7% | $146,958-0.7% | $145,9220% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.53% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $9,626 | $5,286+82.1% | $4,933+95.1% | $4,660+106.6% |
| Participant deferral / active EE | $9,000 | $8,428+6.8% | $8,070+11.5% | $6,688+34.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |