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 3-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 | $7,690 | $74,888-89.7% | $71,209-89.2% | $142,382-94.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.92% | 345.14%-315.2pp | 282.51%-252.6pp | 217.08%-187.2pp |
| Employer contribution / active EE | $1,928 | $2,854-32.5% | $2,721-29.2% | $4,299-55.2% |
| Participant deferral / active EE | $1,928 | $4,454-56.7% | $4,175-53.8% | $6,507-70.4% |
| Admin fee / account holder | $33 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |