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 3-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 | $34,981 | $189,613-81.6% | $167,512-79.1% | $142,382-75.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.49% | 2024.68%-2002.2pp | 1615.79%-1593.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $4,049 | $4,349-6.9% | $3,882+4.3% | $4,299-5.8% |
| Participant deferral / active EE | $7,519 | $6,981+7.7% | $6,405+17.4% | $6,507+15.6% |
| Admin fee / account holder | $66 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |