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 | $5,330 | $74,888-92.9% | $71,209-92.5% | $142,382-96.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 27.01% | 345.14%-318.1pp | 282.51%-255.5pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,161 | $2,854-59.3% | $2,721-57.3% | $4,299-73.0% |
| Participant deferral / active EE | $814 | $4,454-81.7% | $4,175-80.5% | $6,507-87.5% |
| Admin fee / account holder | $53 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |