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 5-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 | $9,785 | $76,407-87.2% | $150,298-93.5% | $82,448-88.1% |
| Participation rate | 93.5% | 66.4%+27.2pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 20.13% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,061 | $2,614-59.4% | $4,154-74.5% | $2,551-58.4% |
| Participant deferral / active EE | $2,126 | $3,214-33.9% | $5,453-61.0% | $4,139-48.6% |
| Admin fee / account holder | $265 | $6,352-95.8% | $14,116-98.1% | $7,234-96.3% |