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 6-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 | $4,967 | $81,625-93.9% | $58,482-91.5% | $139,434-96.4% |
| Participation rate | 91.7% | 61.3%+30.3pp | 50.9%+40.8pp | 80.3%+11.3pp |
| Annual return | 16.80% | 7404.20%-7387.4pp | 4239.32%-4222.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,000 | $1,398-28.5% | $1,053-5.1% | $4,751-79.0% |
| Participant deferral / active EE | $828 | $2,557-67.6% | $1,924-56.9% | $6,710-87.7% |
| Admin fee / account holder | $188 | $3,265-94.2% | $2,516-92.5% | $11,403-98.4% |