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 | $11,467 | $76,738-85.1% | $56,411-79.7% | $145,922-92.1% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.4pp | 80.3%+1.5pp |
| Annual return | 10.87% | 2994.23%-2983.4pp | 1701.33%-1690.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $436 | $2,623-83.4% | $1,952-77.7% | $6,688-93.5% |
| Admin fee / account holder | $59 | $3,334-98.2% | $2,829-97.9% | $13,397-99.6% |