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 7-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 | $31,124 | $104,907-70.3% | $84,611-63.2% | $152,861-79.6% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,836 | $3,302-44.4% | $2,652-30.8% | $4,762-61.4% |
| Participant deferral / active EE | $4,056 | $4,688-13.5% | $3,899+4.0% | $5,850-30.7% |
| Admin fee / account holder | $84 | $6,241-98.6% | $4,912-98.3% | $11,596-99.3% |