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 | $12,295 | $96,305-87.2% | $80,569-84.7% | $139,434-91.2% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 23.94% | 1350.08%-1326.1pp | 935.43%-911.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,980 | $3,262-39.3% | $2,723-27.3% | $4,751-58.3% |
| Participant deferral / active EE | $4,258 | $5,232-18.6% | $4,447-4.3% | $6,710-36.5% |
| Admin fee / account holder | $183 | $6,599-97.2% | $5,377-96.6% | $11,403-98.4% |