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 | $7,377 | $54,705-86.5% | $71,209-89.6% | $84,808-91.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.28% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $596 | $2,158-72.4% | $2,721-78.1% | $2,631-77.3% |
| Participant deferral / active EE | $2,029 | $3,030-33.0% | $4,175-51.4% | $4,212-51.8% |
| Admin fee / account holder | $187 | $4,863-96.2% | $5,349-96.5% | $7,344-97.5% |