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 | $4,574 | $67,823-93.3% | $52,425-91.3% | $137,256-96.7% |
| Participation rate | 76.2% | 63.9%+12.3pp | 55.6%+20.6pp | 80.0%-3.8pp |
| Annual return | 27.82% | 219.11%-191.3pp | 302.12%-274.3pp | 220.34%-192.5pp |
| Employer contribution / active EE | $808 | $1,163-30.5% | $914-11.6% | $4,156-80.6% |
| Participant deferral / active EE | $1,109 | $2,288-51.5% | $1,790-38.1% | $6,407-82.7% |
| Admin fee / account holder | $272 | $2,844-90.5% | $2,495-89.1% | $12,270-97.8% |