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 | $6,116 | $118,427-94.8% | $66,042-90.7% | $142,382-95.7% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 26.83% | 35.57%-8.7pp | 52.11%-25.3pp | 217.08%-190.2pp |
| Employer contribution / active EE | $819 | $2,570-68.1% | $1,579-48.1% | $4,299-80.9% |
| Participant deferral / active EE | $1,401 | $4,311-67.5% | $2,835-50.6% | $6,507-78.5% |
| Admin fee / account holder | $16 | $9,593-99.8% | $5,747-99.7% | $12,624-99.9% |