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 | $6,813 | $70,606-90.4% | $53,898-87.4% | $142,382-95.2% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 25.31% | 619.81%-594.5pp | 528.60%-503.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,417 | $1,202+17.9% | $932+52.1% | $4,299-67.0% |
| Participant deferral / active EE | $1,969 | $2,364-16.7% | $1,826+7.8% | $6,507-69.7% |
| Admin fee / account holder | $14 | $2,852-99.5% | $2,491-99.4% | $12,624-99.9% |