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 | $19,583 | $70,606-72.3% | $53,898-63.7% | $142,382-86.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.53% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $791 | $1,202-34.2% | $932-15.2% | $4,299-81.6% |
| Participant deferral / active EE | $3,794 | $2,364+60.5% | $1,826+107.7% | $6,507-41.7% |
| Admin fee / account holder | $56 | $2,852-98.0% | $2,491-97.8% | $12,624-99.6% |