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 | $3,224 | $67,823-95.2% | $52,425-93.8% | $137,256-97.7% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 20.27% | 219.11%-198.8pp | 302.12%-281.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1 | $1,163-99.9% | $914-99.9% | $4,156-100.0% |
| Participant deferral / active EE | $1,643 | $2,288-28.2% | $1,790-8.2% | $6,407-74.4% |
| Admin fee / account holder | $220 | $2,844-92.3% | $2,495-91.2% | $12,270-98.2% |