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 | $6,248 | $74,888-91.7% | $71,209-91.2% | $142,382-95.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.72% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $998 | $2,854-65.0% | $2,721-63.3% | $4,299-76.8% |
| Participant deferral / active EE | $998 | $4,454-77.6% | $4,175-76.1% | $6,507-84.7% |
| Admin fee / account holder | $38 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |