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 | $12,853 | $70,606-81.8% | $53,898-76.2% | $142,382-91.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 31.88% | 619.81%-587.9pp | 528.60%-496.7pp | 217.08%-185.2pp |
| Employer contribution / active EE | $1,188 | $1,202-1.2% | $932+27.4% | $4,299-72.4% |
| Participant deferral / active EE | $5,818 | $2,364+146.1% | $1,826+218.6% | $6,507-10.6% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |