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 | $16,728 | $73,867-77.4% | $143,757-88.4% | $68,494-75.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 722.63% | 1.01%+721.6pp | -0.04%+722.7pp | -7.84%+730.5pp |
| Employer contribution / active EE | $1,306 | $3,184-59.0% | $4,951-73.6% | $2,596-49.7% |
| Participant deferral / active EE | $1,919 | $3,384-43.3% | $5,637-65.9% | $4,027-52.3% |
| Admin fee / account holder | $211 | $5,755-96.3% | $14,673-98.6% | $5,403-96.1% |