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 | $12,307 | $114,381-89.2% | $107,525-88.6% | $142,382-91.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.75% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,745 | $4,015-56.5% | $3,754-53.5% | $4,299-59.4% |
| Participant deferral / active EE | $1,999 | $5,564-64.1% | $5,116-60.9% | $6,507-69.3% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |