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 | $13,515 | $81,632-83.4% | $70,449-80.8% | $158,922-91.5% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,397 | $3,217-56.6% | $2,737-49.0% | $4,761-70.7% |
| Participant deferral / active EE | $1,749 | $4,554-61.6% | $3,709-52.8% | $5,982-70.8% |
| Admin fee / account holder | $24 | $6,193-99.6% | $3,845-99.4% | $11,246-99.8% |