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 3-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 | $22,630 | $189,613-88.1% | $167,512-86.5% | $142,382-84.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.99% | 2024.68%-1998.7pp | 1615.79%-1589.8pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,934 | $4,349-32.5% | $3,882-24.4% | $4,299-31.7% |
| Participant deferral / active EE | $4,082 | $6,981-41.5% | $6,405-36.3% | $6,507-37.3% |
| Admin fee / account holder | $48 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |