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 | $2,424 | $70,606-96.6% | $53,898-95.5% | $142,382-98.3% |
| Participation rate | 82.4% | 63.7%+18.6pp | 55.0%+27.4pp | 80.1%+2.2pp |
| Annual return | 18.87% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $156 | $1,202-87.0% | $932-83.2% | $4,299-96.4% |
| Participant deferral / active EE | $934 | $2,364-60.5% | $1,826-48.9% | $6,507-85.6% |
| Admin fee / account holder | $149 | $2,852-94.8% | $2,491-94.0% | $12,624-98.8% |