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 | $34,320 | $159,901-78.5% | $146,958-76.6% | $145,922-76.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.62% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $4,371 | $5,286-17.3% | $4,933-11.4% | $4,660-6.2% |
| Participant deferral / active EE | $8,592 | $8,428+1.9% | $8,070+6.5% | $6,688+28.5% |
| Admin fee / account holder | $37 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |