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 7-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 | $53,665 | $107,334-50.0% | $92,893-42.2% | $152,861-64.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,440 | $4,221-65.9% | $3,653-60.6% | $4,762-69.8% |
| Participant deferral / active EE | $2,701 | $4,845-44.3% | $4,236-36.2% | $5,850-53.8% |
| Admin fee / account holder | $148 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |