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 | $7,417 | $99,921-92.6% | $85,009-91.3% | $145,959-94.9% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 12.78% | 83.89%-71.1pp | 66.47%-53.7pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,060 | $3,233-67.2% | $2,728-61.2% | $4,661-77.3% |
| Participant deferral / active EE | $1,300 | $5,293-75.4% | $4,522-71.3% | $6,689-80.6% |
| Admin fee / account holder | $60 | $7,252-99.2% | $6,153-99.0% | $13,398-99.6% |