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 | $3,441 | $70,606-95.1% | $53,898-93.6% | $142,382-97.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.80% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $558 | $1,202-53.6% | $932-40.2% | $4,299-87.0% |
| Participant deferral / active EE | $636 | $2,364-73.1% | $1,826-65.2% | $6,507-90.2% |
| Admin fee / account holder | $85 | $2,852-97.0% | $2,491-96.6% | $12,624-99.3% |