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 | $45,633 | $210,648-78.3% | $177,989-74.4% | $145,922-68.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 385.86%-374.4pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,169 | $4,565-74.4% | $3,949-70.4% | $4,660-74.9% |
| Participant deferral / active EE | $3,023 | $6,958-56.5% | $6,276-51.8% | $6,688-54.8% |
| Admin fee / account holder | $286 | $12,013-97.6% | $10,363-97.2% | $13,397-97.9% |