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 7-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 | $25,133 | $150,440-83.3% | $136,294-81.6% | $147,584-83.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,430 | $5,256-53.8% | $4,695-48.3% | $4,876-50.2% |
| Participant deferral / active EE | $5,273 | $6,630-20.5% | $6,247-15.6% | $5,439-3.1% |
| Admin fee / account holder | $124 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |