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 5-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 | $14,862 | $84,402-82.4% | $61,373-75.8% | $134,475-88.9% |
| Participation rate | 94.7% | 62.2%+32.5pp | 52.6%+42.2pp | 81.2%+13.5pp |
| Annual return | 2.17% | 584.55%-582.4pp | 338.61%-336.4pp | 417.96%-415.8pp |
| Employer contribution / active EE | $1,150 | $1,544-25.6% | $1,159-0.9% | $4,740-75.7% |
| Participant deferral / active EE | $3,023 | $2,819+7.2% | $2,125+42.3% | $6,400-52.8% |
| Admin fee / account holder | $44 | $2,585-98.3% | $2,130-97.9% | $11,426-99.6% |