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 | $10,658 | $57,281-81.4% | $86,612-87.7% | $75,163-85.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,357 | $2,314+1.9% | $3,022-22.0% | $2,670-11.7% |
| Participant deferral / active EE | $7,235 | $3,318+118.1% | $4,438+63.0% | $4,125+75.4% |
| Admin fee / account holder | $8 | $4,112-99.8% | $5,614-99.9% | $5,651-99.9% |