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 | $9,622 | $85,022-88.7% | $70,515-86.4% | $139,434-93.1% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 121.51% | 30.38%+91.1pp | 32.77%+88.7pp | 372.94%-251.4pp |
| Employer contribution / active EE | $1,019 | $3,909-73.9% | $2,973-65.7% | $4,751-78.6% |
| Participant deferral / active EE | $3,923 | $5,890-33.4% | $4,567-14.1% | $6,710-41.5% |
| Admin fee / account holder | $154 | $8,906-98.3% | $6,412-97.6% | $11,403-98.6% |