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 | $10,526 | $96,635-89.1% | $86,612-87.8% | $139,434-92.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.33% | 106.41%-83.1pp | 591.07%-567.7pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,144 | $3,263-34.3% | $3,022-29.1% | $4,751-54.9% |
| Participant deferral / active EE | $2,644 | $4,836-45.3% | $4,438-40.4% | $6,710-60.6% |
| Admin fee / account holder | $122 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |