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 | $2,219 | $67,823-96.7% | $52,425-95.8% | $137,256-98.4% |
| Participation rate | 88.2% | 63.9%+24.3pp | 55.6%+32.6pp | 80.0%+8.3pp |
| Annual return | 32.23% | 219.11%-186.9pp | 302.12%-269.9pp | 220.34%-188.1pp |
| Employer contribution / active EE | $432 | $1,163-62.9% | $914-52.8% | $4,156-89.6% |
| Participant deferral / active EE | $722 | $2,288-68.4% | $1,790-59.7% | $6,407-88.7% |
| Admin fee / account holder | $7 | $2,844-99.8% | $2,495-99.7% | $12,270-99.9% |