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 | $11,866 | $74,888-84.2% | $71,209-83.3% | $142,382-91.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.09% | 345.14%-324.0pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,215 | $2,854-57.4% | $2,721-55.4% | $4,299-71.7% |
| Participant deferral / active EE | $1,501 | $4,454-66.3% | $4,175-64.0% | $6,507-76.9% |
| Admin fee / account holder | $136 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |