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 | $13,845 | $108,919-87.3% | $100,391-86.2% | $145,922-90.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 57.88%-43.5pp | 49.20%-34.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $940 | $4,419-78.7% | $3,942-76.2% | $4,660-79.8% |
| Participant deferral / active EE | $2,750 | $8,445-67.4% | $8,082-66.0% | $6,688-58.9% |
| Admin fee / account holder | $12 | $9,689-99.9% | $7,899-99.8% | $13,397-99.9% |