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 | $8,708 | $156,846-94.4% | $121,098-92.8% | $139,434-93.8% |
| Participation rate | 70.6% | 76.4%-5.8pp | 69.5%+1.1pp | 80.3%-9.7pp |
| Annual return | 111.57% | 1474.56%-1363.0pp | 985.75%-874.2pp | 372.94%-261.4pp |
| Employer contribution / active EE | $1,247 | $5,536-77.5% | $4,164-70.1% | $4,751-73.8% |
| Participant deferral / active EE | $1,662 | $4,844-65.7% | $4,080-59.3% | $6,710-75.2% |
| Admin fee / account holder | $18 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |