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 6-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 | $9,014 | $107,452-91.6% | $91,541-90.2% | $142,382-93.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.91% | 22.06%-0.1pp | 20.50%+1.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $240 | $2,994-92.0% | $2,505-90.4% | $4,299-94.4% |
| Participant deferral / active EE | $1,226 | $4,754-74.2% | $4,008-69.4% | $6,507-81.2% |
| Admin fee / account holder | $55 | $8,834-99.4% | $6,956-99.2% | $12,624-99.6% |