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 | $5,499 | $74,888-92.7% | $71,209-92.3% | $142,382-96.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 22.67% | 345.14%-322.5pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,876 | $2,854-34.3% | $2,721-31.1% | $4,299-56.4% |
| Participant deferral / active EE | $2,425 | $4,454-45.6% | $4,175-41.9% | $6,507-62.7% |
| Admin fee / account holder | $19 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |