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 | $16,678 | $74,888-77.7% | $71,209-76.6% | $142,382-88.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 23.43% | 345.14%-321.7pp | 282.51%-259.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,181 | $2,854-58.6% | $2,721-56.6% | $4,299-72.5% |
| Participant deferral / active EE | $3,820 | $4,454-14.2% | $4,175-8.5% | $6,507-41.3% |
| Admin fee / account holder | $31 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |