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 | $41,229 | $30,400+35.6% | $53,898-23.5% | $84,808-51.4% |
| Participation rate | 81.8% | 46.4%+35.4pp | 55.0%+26.9pp | 68.3%+13.5pp |
| Annual return | 37.17% | 500.19%-463.0pp | 528.60%-491.4pp | 40.90%-3.7pp |
| Employer contribution / active EE | $1,469 | $603+143.8% | $932+57.6% | $2,631-44.2% |
| Participant deferral / active EE | $3,377 | $1,199+181.8% | $1,826+84.9% | $4,212-19.8% |
| Admin fee / account holder | $170 | $1,993-91.5% | $2,491-93.2% | $7,344-97.7% |