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 | $10,300 | $112,729-90.9% | $98,716-89.6% | $137,256-92.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.30% | 38.48%-13.2pp | 31.81%-6.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $511 | $2,725-81.2% | $2,279-77.6% | $4,156-87.7% |
| Participant deferral / active EE | $2,327 | $4,640-49.9% | $4,048-42.5% | $6,407-63.7% |
| Admin fee / account holder | $17 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |