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 | $2,973 | $84,402-96.5% | $61,373-95.2% | $134,475-97.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,332 | $1,544-13.7% | $1,159+14.9% | $4,740-71.9% |
| Participant deferral / active EE | $1,665 | $2,819-40.9% | $2,125-21.6% | $6,400-74.0% |
| Admin fee / account holder | $39 | $2,585-98.5% | $2,130-98.2% | $11,426-99.7% |