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 | $1,900 | $67,823-97.2% | $52,425-96.4% | $137,256-98.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 9.60% | 219.11%-209.5pp | 302.12%-292.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $475 | $1,163-59.2% | $914-48.1% | $4,156-88.6% |
| Participant deferral / active EE | $512 | $2,288-77.6% | $1,790-71.4% | $6,407-92.0% |
| Admin fee / account holder | $122 | $2,844-95.7% | $2,495-95.1% | $12,270-99.0% |