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 8-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 | $15,066 | $96,305-84.4% | $80,569-81.3% | $139,434-89.2% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 18.64% | 1350.08%-1331.4pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,191 | $3,262-63.5% | $2,723-56.3% | $4,751-74.9% |
| Participant deferral / active EE | $2,789 | $5,232-46.7% | $4,447-37.3% | $6,710-58.4% |
| Admin fee / account holder | $7 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |