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 | $8,152 | $39,019-79.1% | $80,716-89.9% | $85,850-90.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,112 | $722+54.1% | $1,160-4.1% | $2,565-56.6% |
| Participant deferral / active EE | $2,374 | $1,326+79.1% | $2,146+10.6% | $3,952-39.9% |
| Admin fee / account holder | $63 | $2,431-97.4% | $3,380-98.1% | $6,260-99.0% |