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 | $37,560 | $96,305-61.0% | $80,569-53.4% | $139,434-73.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.80% | 1350.08%-1335.3pp | 935.43%-920.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,032 | $3,262-68.4% | $2,723-62.1% | $4,751-78.3% |
| Participant deferral / active EE | $13,975 | $5,232+167.1% | $4,447+214.2% | $6,710+108.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |