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 9-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 | $15,989 | $110,502-85.5% | $80,716-80.2% | $167,490-90.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.70% | 120.54%-102.8pp | 87.28%-69.6pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,998 | $1,543+29.5% | $1,160+72.2% | $4,837-58.7% |
| Participant deferral / active EE | $2,537 | $2,871-11.6% | $2,146+18.2% | $6,341-60.0% |
| Admin fee / account holder | $12 | $4,545-99.7% | $3,380-99.6% | $12,309-99.9% |