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 8-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 | $17,986 | $74,888-76.0% | $71,209-74.7% | $142,382-87.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.76% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,427 | $2,854-50.0% | $2,721-47.6% | $4,299-66.8% |
| Participant deferral / active EE | $1,548 | $4,454-65.3% | $4,175-62.9% | $6,507-76.2% |
| Admin fee / account holder | $19 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |