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 3-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 | $12,398 | $108,919-88.6% | $100,391-87.6% | $145,922-91.5% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 18.77% | 57.88%-39.1pp | 49.20%-30.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,338 | $4,419-47.1% | $3,942-40.7% | $4,660-49.8% |
| Participant deferral / active EE | $3,993 | $8,445-52.7% | $8,082-50.6% | $6,688-40.3% |
| Admin fee / account holder | $9 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |