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 | $22,646 | $114,381-80.2% | $107,525-78.9% | $142,382-84.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 19.58% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,415 | $4,015-39.8% | $3,754-35.7% | $4,299-43.8% |
| Participant deferral / active EE | $3,724 | $5,564-33.1% | $5,116-27.2% | $6,507-42.8% |
| Admin fee / account holder | $256 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |