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 | $9,936 | $90,348-89.0% | $75,972-86.9% | $145,922-93.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 32.19% | 620.88%-588.7pp | 359.55%-327.4pp | 561.29%-529.1pp |
| Employer contribution / active EE | $1,974 | $3,311-40.4% | $2,685-26.5% | $4,660-57.6% |
| Participant deferral / active EE | $4,097 | $5,162-20.6% | $4,255-3.7% | $6,688-38.7% |
| Admin fee / account holder | $12 | $8,467-99.9% | $6,467-99.8% | $13,397-99.9% |