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 | $8,161 | $96,635-91.6% | $86,612-90.6% | $139,434-94.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 52.20% | 106.41%-54.2pp | 591.07%-538.9pp | 372.94%-320.7pp |
| Employer contribution / active EE | $2,451 | $3,263-24.9% | $3,022-18.9% | $4,751-48.4% |
| Participant deferral / active EE | $3,064 | $4,836-36.6% | $4,438-30.9% | $6,710-54.3% |
| Admin fee / account holder | $43 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |