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 3-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 | $3,753 | $76,785-95.1% | $56,441-93.3% | $145,959-97.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 3000.51%-2987.4pp | 1704.21%-1691.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $522 | $1,381-62.2% | $1,039-49.7% | $4,661-88.8% |
| Participant deferral / active EE | $784 | $2,624-70.1% | $1,953-59.9% | $6,689-88.3% |
| Admin fee / account holder | $52 | $3,334-98.4% | $2,829-98.2% | $13,398-99.6% |