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 8-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 | $6,172 | $67,823-90.9% | $52,425-88.2% | $137,256-95.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.10% | 219.11%-209.0pp | 302.12%-292.0pp | 220.34%-210.2pp |
| Employer contribution / active EE | $579 | $1,163-50.2% | $914-36.6% | $4,156-86.1% |
| Participant deferral / active EE | $903 | $2,288-60.5% | $1,790-49.6% | $6,407-85.9% |
| Admin fee / account holder | $93 | $2,844-96.7% | $2,495-96.3% | $12,270-99.2% |