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 | $11,958 | $72,400-83.5% | $67,502-82.3% | $145,922-91.8% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 14.70% | 7182.46%-7167.8pp | 3512.12%-3497.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,502 | $3,069-51.1% | $2,731-45.0% | $4,660-67.8% |
| Participant deferral / active EE | $1,925 | $4,783-59.7% | $4,000-51.9% | $6,688-71.2% |
| Admin fee / account holder | $77 | $5,539-98.6% | $3,998-98.1% | $13,397-99.4% |