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 | $19,713 | $111,754-82.4% | $103,333-80.9% | $145,922-86.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.71% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,503 | $4,212-64.3% | $3,868-61.2% | $4,660-67.8% |
| Participant deferral / active EE | $1,520 | $5,619-72.9% | $5,057-69.9% | $6,688-77.3% |
| Admin fee / account holder | $135 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |