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 | $26,009 | $76,738-66.1% | $56,411-53.9% | $145,922-82.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.39% | 2994.23%-2984.8pp | 1701.33%-1691.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $7,179 | $1,380+420.2% | $1,039+591.1% | $4,660+54.1% |
| Participant deferral / active EE | $6,368 | $2,623+142.8% | $1,952+226.2% | $6,688-4.8% |
| Admin fee / account holder | $11 | $3,334-99.7% | $2,829-99.6% | $13,397-99.9% |