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 | $112,171 | $210,343-46.7% | $153,432-26.9% | $145,959-23.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.87% | 13.38%+6.5pp | 15.66%+4.2pp | 561.95%-542.1pp |
| Employer contribution / active EE | $5,975 | $6,047-1.2% | $5,038+18.6% | $4,661+28.2% |
| Participant deferral / active EE | $23,000 | $7,977+188.3% | $6,757+240.4% | $6,689+243.9% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,725-100.0% | $13,398-100.0% |