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 3-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 | $12,924 | $149,040-91.3% | $120,225-89.2% | $137,256-90.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 28.20% | 605.68%-577.5pp | 439.23%-411.0pp | 220.34%-192.1pp |
| Employer contribution / active EE | $2,779 | $4,350-36.1% | $3,475-20.0% | $4,156-33.1% |
| Participant deferral / active EE | $2,936 | $4,655-36.9% | $3,999-26.6% | $6,407-54.2% |
| Admin fee / account holder | $17 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |