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 5-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 | $1,136 | $70,606-98.4% | $53,898-97.9% | $142,382-99.2% |
| Participation rate | 73.7% | 63.7%+10.0pp | 55.0%+18.7pp | 80.1%-6.4pp |
| Annual return | 20.89% | 619.81%-598.9pp | 528.60%-507.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $301 | $1,202-74.9% | $932-67.7% | $4,299-93.0% |
| Participant deferral / active EE | $415 | $2,364-82.5% | $1,826-77.3% | $6,507-93.6% |
| Admin fee / account holder | $70 | $2,852-97.5% | $2,491-97.2% | $12,624-99.4% |