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 8-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 | $5,561 | $158,398-96.5% | $126,539-95.6% | $142,382-96.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 21.01% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $456 | $4,650-90.2% | $3,674-87.6% | $4,299-89.4% |
| Participant deferral / active EE | $1,463 | $4,767-69.3% | $4,083-64.2% | $6,507-77.5% |
| Admin fee / account holder | $30 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |