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 4-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 | $21,570 | $110,502-80.5% | $80,716-73.3% | $167,490-87.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.20% | 120.54%-106.3pp | 87.28%-73.1pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,224 | $1,543-20.7% | $1,160+5.5% | $4,837-74.7% |
| Participant deferral / active EE | $1,530 | $2,871-46.7% | $2,146-28.7% | $6,341-75.9% |
| Admin fee / account holder | $114 | $4,545-97.5% | $3,380-96.6% | $12,309-99.1% |