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 | $72,241 | $148,534-51.4% | $135,903-46.8% | $139,434-48.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 77.88% | 79.19%-1.3pp | 68.23%+9.7pp | 372.94%-295.1pp |
| Employer contribution / active EE | $19,000 | $5,243+262.4% | $4,856+291.3% | $4,751+299.9% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $231 | $12,400-98.1% | $10,762-97.9% | $11,403-98.0% |