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 8-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 | $17,728 | $97,757-81.9% | $83,848-78.9% | $135,375-86.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,416 | $4,222-66.5% | $3,631-61.0% | $4,779-70.4% |
| Participant deferral / active EE | $4,082 | $4,682-12.8% | $4,0820% | $5,609-27.2% |
| Admin fee / account holder | $5 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |