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 | $7,917 | $74,888-89.4% | $71,209-88.9% | $142,382-94.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 34.13% | 345.14%-311.0pp | 282.51%-248.4pp | 217.08%-182.9pp |
| Employer contribution / active EE | $2,131 | $2,854-25.4% | $2,721-21.7% | $4,299-50.4% |
| Participant deferral / active EE | $2,507 | $4,454-43.7% | $4,175-40.0% | $6,507-61.5% |
| Admin fee / account holder | $71 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |