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 | $7,259 | $81,625-91.1% | $58,482-87.6% | $139,434-94.8% |
| Participation rate | 91.3% | 61.3%+30.0pp | 50.9%+40.4pp | 80.3%+11.0pp |
| Annual return | 420.24% | 7404.20%-6984.0pp | 4239.32%-3819.1pp | 372.94%+47.3pp |
| Employer contribution / active EE | $537 | $1,398-61.6% | $1,053-49.0% | $4,751-88.7% |
| Participant deferral / active EE | $1,561 | $2,557-38.9% | $1,924-18.8% | $6,710-76.7% |
| Admin fee / account holder | $95 | $3,265-97.1% | $2,516-96.2% | $11,403-99.2% |