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 | $8,942 | $72,071-87.6% | $68,368-86.9% | $137,256-93.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 23.26% | 353.14%-329.9pp | 292.57%-269.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $663 | $2,788-76.2% | $2,649-75.0% | $4,156-84.0% |
| Participant deferral / active EE | $1,581 | $4,410-64.2% | $4,123-61.7% | $6,407-75.3% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |