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 | $6,676 | $76,738-91.3% | $56,411-88.2% | $145,922-95.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.70% | 2994.23%-2984.5pp | 1701.33%-1691.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $309 | $1,380-77.6% | $1,039-70.2% | $4,660-93.4% |
| Participant deferral / active EE | $746 | $2,623-71.5% | $1,952-61.8% | $6,688-88.8% |
| Admin fee / account holder | $244 | $3,334-92.7% | $2,829-91.4% | $13,397-98.2% |