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 | $7,478 | $69,207-89.2% | $64,056-88.3% | $139,434-94.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.38% | 45.88%-10.5pp | 33.69%+1.7pp | 372.94%-337.6pp |
| Employer contribution / active EE | $2,700 | $3,182-15.2% | $2,747-1.7% | $4,751-43.2% |
| Participant deferral / active EE | $3,118 | $4,682-33.4% | $3,880-19.6% | $6,710-53.5% |
| Admin fee / account holder | $55 | $4,244-98.7% | $3,068-98.2% | $11,403-99.5% |