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 4-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 | $6,243 | $100,773-93.8% | $88,946-93.0% | $142,382-95.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.14% | 70.18%-48.0pp | 57.82%-35.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,198 | $2,918-58.9% | $2,555-53.1% | $4,299-72.1% |
| Participant deferral / active EE | $1,557 | $5,230-70.2% | $4,581-66.0% | $6,507-76.1% |
| Admin fee / account holder | $31 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |