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 | $18,791 | $96,635-80.6% | $86,612-78.3% | $139,434-86.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.54% | 106.41%-89.9pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $344 | $3,263-89.5% | $3,022-88.6% | $4,751-92.8% |
| Participant deferral / active EE | $1,175 | $4,836-75.7% | $4,438-73.5% | $6,710-82.5% |
| Admin fee / account holder | $65 | $6,408-99.0% | $5,614-98.9% | $11,403-99.4% |