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 5-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 | $7,566 | $100,773-92.5% | $88,946-91.5% | $142,382-94.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.71% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $341 | $2,918-88.3% | $2,555-86.7% | $4,299-92.1% |
| Participant deferral / active EE | $1,416 | $5,230-72.9% | $4,581-69.1% | $6,507-78.2% |
| Admin fee / account holder | $42 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |