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 5-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 | $1,804 | $76,738-97.6% | $56,411-96.8% | $145,922-98.8% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.9pp | 80.3%+13.1pp |
| Annual return | 15.97% | 2994.23%-2978.3pp | 1701.33%-1685.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $212 | $1,380-84.6% | $1,039-79.6% | $4,660-95.4% |
| Participant deferral / active EE | $887 | $2,623-66.2% | $1,952-54.6% | $6,688-86.7% |
| Admin fee / account holder | $8 | $3,334-99.8% | $2,829-99.7% | $13,397-99.9% |