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 10-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 | $26,772 | $150,440-82.2% | $136,294-80.4% | $147,584-81.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 37.31% | 1049.08%-1011.8pp | 5155.94%-5118.6pp | 578.55%-541.2pp |
| Employer contribution / active EE | $948 | $5,256-82.0% | $4,695-79.8% | $4,876-80.6% |
| Participant deferral / active EE | $15,000 | $6,630+126.2% | $6,247+140.1% | $5,439+175.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |