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 | $10,908 | $88,710-87.7% | $81,783-86.7% | $145,959-92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.35% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,178 | $3,083-29.4% | $2,913-25.2% | $4,661-53.3% |
| Participant deferral / active EE | $3,957 | $4,645-14.8% | $4,320-8.4% | $6,689-40.8% |
| Admin fee / account holder | $9 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |