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 | $8,458 | $76,738-89.0% | $56,411-85.0% | $145,922-94.2% |
| Participation rate | 95.2% | 63.2%+32.0pp | 52.5%+42.8pp | 80.3%+15.0pp |
| Annual return | 17.11% | 2994.23%-2977.1pp | 1701.33%-1684.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,150 | $1,380+55.8% | $1,039+107.0% | $4,660-53.9% |
| Participant deferral / active EE | $1,753 | $2,623-33.1% | $1,952-10.2% | $6,688-73.8% |
| Admin fee / account holder | $229 | $3,334-93.1% | $2,829-91.9% | $13,397-98.3% |