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 | $7,676 | $70,756-89.2% | $65,493-88.3% | $142,382-94.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.86% | 1754.89%-1733.0pp | 982.45%-960.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,072 | $2,881-62.8% | $2,574-58.4% | $4,299-75.1% |
| Participant deferral / active EE | $2,263 | $4,637-51.2% | $3,961-42.9% | $6,507-65.2% |
| Admin fee / account holder | $47 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |