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 | $12,620 | $102,604-87.7% | $86,188-85.4% | $139,434-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.79% | 1922.51%-1905.7pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $651 | $3,032-78.5% | $2,380-72.7% | $4,751-86.3% |
| Participant deferral / active EE | $4,266 | $4,676-8.8% | $3,985+7.0% | $6,710-36.4% |
| Admin fee / account holder | $55 | $8,657-99.4% | $6,852-99.2% | $11,403-99.5% |