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 3-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 | $5,380 | $88,751-93.9% | $81,812-93.4% | $145,922-96.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.77% | 1025.40%-1007.6pp | 773.79%-756.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,796 | $3,083-41.8% | $2,912-38.3% | $4,660-61.5% |
| Participant deferral / active EE | $4,144 | $4,643-10.7% | $4,319-4.0% | $6,688-38.0% |
| Admin fee / account holder | $234 | $8,415-97.2% | $7,386-96.8% | $13,397-98.2% |