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 7-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 | $8,208 | $96,635-91.5% | $86,612-90.5% | $139,434-94.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 14.05% | 106.41%-92.4pp | 591.07%-577.0pp | 372.94%-358.9pp |
| Employer contribution / active EE | $999 | $3,263-69.4% | $3,022-67.0% | $4,751-79.0% |
| Participant deferral / active EE | $1,627 | $4,836-66.4% | $4,438-63.3% | $6,710-75.8% |
| Admin fee / account holder | $114 | $6,408-98.2% | $5,614-98.0% | $11,403-99.0% |