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 6-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 | $14,131 | $96,635-85.4% | $86,612-83.7% | $139,434-89.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 63.07% | 106.41%-43.3pp | 591.07%-528.0pp | 372.94%-309.9pp |
| Employer contribution / active EE | $2,591 | $3,263-20.6% | $3,022-14.3% | $4,751-45.5% |
| Participant deferral / active EE | $6,258 | $4,836+29.4% | $4,438+41.0% | $6,710-6.7% |
| Admin fee / account holder | $26 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |