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 8-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 | $224,590 | $152,509+47.3% | $117,472+91.2% | $134,475+67.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.44% | 52.99%-52.5pp | 29.74%-29.3pp | 417.96%-417.5pp |
| Employer contribution / active EE | $608 | $5,571-89.1% | $4,176-85.4% | $4,740-87.2% |
| Participant deferral / active EE | $18,000 | $4,818+273.6% | $4,070+342.2% | $6,400+181.3% |
| Admin fee / account holder | $33 | $7,004-99.5% | $5,645-99.4% | $11,426-99.7% |