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 | $11,310 | $88,751-87.3% | $81,812-86.2% | $145,922-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.97% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $845 | $3,083-72.6% | $2,912-71.0% | $4,660-81.9% |
| Participant deferral / active EE | $3,480 | $4,643-25.1% | $4,319-19.4% | $6,688-48.0% |
| Admin fee / account holder | $65 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |