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 | $12,614 | $104,907-88.0% | $84,611-85.1% | $152,861-91.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.38% | 373.79%-352.4pp | 258.74%-237.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $545 | $3,302-83.5% | $2,652-79.5% | $4,762-88.6% |
| Participant deferral / active EE | $1,042 | $4,688-77.8% | $3,899-73.3% | $5,850-82.2% |
| Admin fee / account holder | $7 | $6,241-99.9% | $4,912-99.9% | $11,596-99.9% |