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 8-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 | $9,990 | $100,852-90.1% | $90,404-89.0% | $158,922-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.13% | 1724.20%-1707.1pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $994 | $3,689-73.1% | $3,262-69.5% | $4,761-79.1% |
| Participant deferral / active EE | $1,988 | $4,348-54.3% | $3,963-49.9% | $5,982-66.8% |
| Admin fee / account holder | $46 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |