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 | $7,789 | $93,024-91.6% | $77,024-89.9% | $134,475-94.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 170.90% | 62.60%+108.3pp | 42.32%+128.6pp | 417.96%-247.1pp |
| Employer contribution / active EE | $1,869 | $3,418-45.3% | $2,812-33.5% | $4,740-60.6% |
| Participant deferral / active EE | $2,928 | $5,238-44.1% | $4,426-33.9% | $6,400-54.3% |
| Admin fee / account holder | $128 | $6,944-98.2% | $5,425-97.6% | $11,426-98.9% |