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 5-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 | $9,156 | $96,635-90.5% | $86,612-89.4% | $139,434-93.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.50% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,542 | $3,263-52.7% | $3,022-49.0% | $4,751-67.5% |
| Participant deferral / active EE | $2,024 | $4,836-58.1% | $4,438-54.4% | $6,710-69.8% |
| Admin fee / account holder | $16 | $6,408-99.7% | $5,614-99.7% | $11,403-99.9% |