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 6-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 | $2,952 | $81,625-96.4% | $58,482-95.0% | $139,434-97.9% |
| Participation rate | 78.6% | 61.3%+17.2pp | 50.9%+27.7pp | 80.3%-1.7pp |
| Annual return | 9.85% | 7404.20%-7394.3pp | 4239.32%-4229.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $797 | $1,398-43.0% | $1,053-24.3% | $4,751-83.2% |
| Participant deferral / active EE | $1,302 | $2,557-49.1% | $1,924-32.3% | $6,710-80.6% |
| Admin fee / account holder | $36 | $3,265-98.9% | $2,516-98.6% | $11,403-99.7% |