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 | $3,718 | $84,402-95.6% | $61,373-93.9% | $134,475-97.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $763 | $1,544-50.6% | $1,159-34.2% | $4,740-83.9% |
| Participant deferral / active EE | $2,174 | $2,819-22.9% | $2,125+2.3% | $6,400-66.0% |
| Admin fee / account holder | $5 | $2,585-99.8% | $2,130-99.8% | $11,426-100.0% |