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 5-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 | $14,553 | $70,606-79.4% | $53,898-73.0% | $142,382-89.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.27% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,171 | $1,202-2.6% | $932+25.7% | $4,299-72.8% |
| Participant deferral / active EE | $2,113 | $2,364-10.6% | $1,826+15.7% | $6,507-67.5% |
| Admin fee / account holder | $167 | $2,852-94.2% | $2,491-93.3% | $12,624-98.7% |