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 | $1,621 | $29,319-94.5% | $52,425-96.9% | $82,448-98.0% |
| Participation rate | 80.6% | 46.9%+33.7pp | 55.6%+24.9pp | 68.1%+12.5pp |
| Annual return | 19.96% | 535.20%-515.2pp | 302.12%-282.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $285 | $586-51.3% | $914-68.8% | $2,551-88.8% |
| Participant deferral / active EE | $452 | $1,171-61.4% | $1,790-74.8% | $4,139-89.1% |
| Admin fee / account holder | $127 | $1,962-93.5% | $2,495-94.9% | $7,234-98.2% |