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 | $1,604 | $67,823-97.6% | $52,425-96.9% | $137,256-98.8% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 22.95% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $164 | $1,163-85.9% | $914-82.1% | $4,156-96.1% |
| Participant deferral / active EE | $657 | $2,288-71.3% | $1,790-63.3% | $6,407-89.7% |
| Admin fee / account holder | $9 | $2,844-99.7% | $2,495-99.6% | $12,270-99.9% |