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 4-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 | $1,769 | $67,823-97.4% | $52,425-96.6% | $137,256-98.7% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | 21.02% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $160 | $1,163-86.3% | $914-82.5% | $4,156-96.2% |
| Participant deferral / active EE | $640 | $2,288-72.0% | $1,790-64.2% | $6,407-90.0% |
| Admin fee / account holder | $10 | $2,844-99.7% | $2,495-99.6% | $12,270-99.9% |