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 6-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 | $17,145 | $114,047-85.0% | $96,139-82.2% | $167,490-89.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.34% | 189.88%-176.5pp | 191.94%-178.6pp | 478.56%-465.2pp |
| Employer contribution / active EE | $7,941 | $3,427+131.7% | $2,797+183.9% | $4,837+64.2% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $79 | $6,897-98.9% | $5,537-98.6% | $12,309-99.4% |