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 9-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 | $9,544 | $90,600-89.5% | $79,464-88.0% | $135,375-92.9% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -8.66% | 977.43%-986.1pp | 718.14%-726.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,043 | $3,068-33.4% | $2,800-27.1% | $4,779-57.3% |
| Participant deferral / active EE | $4,217 | $4,050+4.1% | $3,704+13.8% | $5,609-24.8% |
| Admin fee / account holder | $118 | $5,907-98.0% | $5,113-97.7% | $10,827-98.9% |