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 3-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 | $17,855 | $111,724-84.0% | $93,606-80.9% | $145,922-87.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.13% | 202.98%-187.9pp | 133.20%-118.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,921 | $3,090-37.8% | $2,420-20.6% | $4,660-58.8% |
| Participant deferral / active EE | $7,342 | $4,912+49.5% | $4,411+66.4% | $6,688+9.8% |
| Admin fee / account holder | $232 | $10,250-97.7% | $8,285-97.2% | $13,397-98.3% |