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 | $9,644 | $99,877-90.3% | $84,966-88.6% | $145,922-93.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 31.72% | 83.76%-52.0pp | 66.38%-34.7pp | 561.29%-529.6pp |
| Employer contribution / active EE | $2,296 | $3,231-29.0% | $2,727-15.8% | $4,660-50.7% |
| Participant deferral / active EE | $3,267 | $5,291-38.3% | $4,519-27.7% | $6,688-51.2% |
| Admin fee / account holder | $10 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |