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 | $73,025 | $93,571-22.0% | $135,903-46.3% | $75,163-2.8% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.8pp | 67.2%+31.6pp |
| Annual return | 108.73% | 30.90%+77.8pp | 68.23%+40.5pp | 160.62%-51.9pp |
| Employer contribution / active EE | $3,897 | $3,537+10.2% | $4,856-19.8% | $2,670+46.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $134 | $6,975-98.1% | $10,762-98.8% | $5,651-97.6% |