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 | $7,431 | $88,751-91.6% | $81,812-90.9% | $145,922-94.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 171.09% | 1025.40%-854.3pp | 773.79%-602.7pp | 561.29%-390.2pp |
| Employer contribution / active EE | $2,366 | $3,083-23.3% | $2,912-18.7% | $4,660-49.2% |
| Participant deferral / active EE | $4,429 | $4,643-4.6% | $4,319+2.6% | $6,688-33.8% |
| Admin fee / account holder | $12 | $8,415-99.9% | $7,386-99.8% | $13,397-99.9% |