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 | $31,905 | $189,613-83.2% | $167,512-81.0% | $142,382-77.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 228.36% | 2024.68%-1796.3pp | 1615.79%-1387.4pp | 217.08%+11.3pp |
| Employer contribution / active EE | $7,750 | $4,349+78.2% | $3,882+99.7% | $4,299+80.3% |
| Participant deferral / active EE | $8,973 | $6,981+28.5% | $6,405+40.1% | $6,507+37.9% |
| Admin fee / account holder | $245 | $10,528-97.7% | $9,769-97.5% | $12,624-98.1% |