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 6-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 | $6,879 | $74,888-90.8% | $71,209-90.3% | $142,382-95.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.17% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $912 | $2,854-68.1% | $2,721-66.5% | $4,299-78.8% |
| Participant deferral / active EE | $1,744 | $4,454-60.9% | $4,175-58.2% | $6,507-73.2% |
| Admin fee / account holder | $244 | $5,568-95.6% | $5,349-95.4% | $12,624-98.1% |