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 7-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 | $27,318 | $116,175-76.5% | $93,606-70.8% | $152,861-82.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $7,164 | $3,218+122.6% | $2,718+163.6% | $4,762+50.4% |
| Participant deferral / active EE | $6,236 | $4,603+35.5% | $4,069+53.3% | $5,850+6.6% |
| Admin fee / account holder | $12 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |