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 | $2,331 | $74,888-96.9% | $71,209-96.7% | $142,382-98.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.31% | 345.14%-318.8pp | 282.51%-256.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,014 | $2,854-64.5% | $2,721-62.7% | $4,299-76.4% |
| Participant deferral / active EE | $1,138 | $4,454-74.5% | $4,175-72.8% | $6,507-82.5% |
| Admin fee / account holder | $14 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |