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 | $9,756 | $158,398-93.8% | $126,539-92.3% | $142,382-93.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.89% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,630 | $4,650-65.0% | $3,674-55.6% | $4,299-62.1% |
| Participant deferral / active EE | $2,810 | $4,767-41.1% | $4,083-31.2% | $6,507-56.8% |
| Admin fee / account holder | $12 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |