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 | $53,848 | $209,832-74.3% | $189,513-71.6% | $167,490-67.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 108.68% | 748.27%-639.6pp | 555.15%-446.5pp | 478.56%-369.9pp |
| Employer contribution / active EE | $10,927 | $6,914+58.0% | $6,162+77.3% | $4,837+125.9% |
| Participant deferral / active EE | $14,142 | $8,935+58.3% | $8,221+72.0% | $6,341+123.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |