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 | $11,652 | $74,888-84.4% | $71,209-83.6% | $142,382-91.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.34% | 345.14%-316.8pp | 282.51%-254.2pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,068 | $2,854-27.6% | $2,721-24.0% | $4,299-51.9% |
| Participant deferral / active EE | $2,535 | $4,454-43.1% | $4,175-39.3% | $6,507-61.0% |
| Admin fee / account holder | $28 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |