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 4-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 | $19,583 | $67,823-71.1% | $52,425-62.6% | $137,256-85.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.53% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $791 | $1,163-32.0% | $914-13.5% | $4,156-81.0% |
| Participant deferral / active EE | $3,794 | $2,288+65.8% | $1,790+111.9% | $6,407-40.8% |
| Admin fee / account holder | $56 | $2,844-98.0% | $2,495-97.8% | $12,270-99.5% |