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 | $11,053 | $70,606-84.3% | $53,898-79.5% | $142,382-92.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 24.56% | 619.81%-595.2pp | 528.60%-504.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,380 | $1,202+14.8% | $932+48.0% | $4,299-67.9% |
| Participant deferral / active EE | $1,725 | $2,364-27.1% | $1,826-5.6% | $6,507-73.5% |
| Admin fee / account holder | $22 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |