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 | $8,953 | $88,751-89.9% | $81,812-89.1% | $145,922-93.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 33.92% | 1025.40%-991.5pp | 773.79%-739.9pp | 561.29%-527.4pp |
| Employer contribution / active EE | $864 | $3,083-72.0% | $2,912-70.3% | $4,660-81.5% |
| Participant deferral / active EE | $3,988 | $4,643-14.1% | $4,319-7.7% | $6,688-40.4% |
| Admin fee / account holder | $17 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |