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 | $9,042 | $88,710-89.8% | $81,783-88.9% | $145,959-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.82% | 1027.26%-1006.4pp | 775.05%-754.2pp | 561.95%-541.1pp |
| Employer contribution / active EE | $2,027 | $3,083-34.2% | $2,913-30.4% | $4,661-56.5% |
| Participant deferral / active EE | $2,682 | $4,645-42.3% | $4,320-37.9% | $6,689-59.9% |
| Admin fee / account holder | $189 | $8,407-97.8% | $7,380-97.4% | $13,398-98.6% |