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 | $8,878 | $99,877-91.1% | $84,966-89.6% | $145,922-93.9% |
| Participation rate | 82.6% | 74.1%+8.5pp | 67.5%+15.1pp | 80.3%+2.3pp |
| Annual return | 16.03% | 83.76%-67.7pp | 66.38%-50.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,564 | $3,231-51.6% | $2,727-42.6% | $4,660-66.4% |
| Participant deferral / active EE | $1,891 | $5,291-64.3% | $4,519-58.2% | $6,688-71.7% |
| Admin fee / account holder | $52 | $7,248-99.3% | $6,149-99.2% | $13,397-99.6% |