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 | $5,589 | $74,888-92.5% | $71,209-92.2% | $142,382-96.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.19% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,671 | $2,854-41.5% | $2,721-38.6% | $4,299-61.1% |
| Participant deferral / active EE | $1,245 | $4,454-72.1% | $4,175-70.2% | $6,507-80.9% |
| Admin fee / account holder | $7 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |