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 | $7,639 | $96,305-92.1% | $80,569-90.5% | $139,434-94.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.54% | 1350.08%-1321.5pp | 935.43%-906.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $3,334 | $3,262+2.2% | $2,723+22.4% | $4,751-29.8% |
| Participant deferral / active EE | $4,193 | $5,232-19.9% | $4,447-5.7% | $6,710-37.5% |
| Admin fee / account holder | $106 | $6,599-98.4% | $5,377-98.0% | $11,403-99.1% |