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 6-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 | $37,946 | $124,281-69.5% | $109,143-65.2% | $167,490-77.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 37.28% | 26.04%+11.2pp | 25.75%+11.5pp | 478.56%-441.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,074 | $5,255+34.6% | $4,653+52.0% | $6,341+11.6% |
| Admin fee / account holder | $134 | $7,970-98.3% | $6,752-98.0% | $12,309-98.9% |