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 | $19,064 | $159,901-88.1% | $146,958-87.0% | $145,922-86.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.78% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,044 | $5,286-80.2% | $4,933-78.8% | $4,660-77.6% |
| Participant deferral / active EE | $4,833 | $8,428-42.7% | $8,070-40.1% | $6,688-27.7% |
| Admin fee / account holder | $53 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |