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 | $1,634 | $67,823-97.6% | $52,425-96.9% | $137,256-98.8% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 22.31% | 219.11%-196.8pp | 302.12%-279.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $184 | $1,163-84.1% | $914-79.8% | $4,156-95.6% |
| Participant deferral / active EE | $853 | $2,288-62.7% | $1,790-52.3% | $6,407-86.7% |
| Admin fee / account holder | $216 | $2,844-92.4% | $2,495-91.3% | $12,270-98.2% |