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 | $2,422 | $81,625-97.0% | $58,482-95.9% | $139,434-98.3% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 30.68% | 7404.20%-7373.5pp | 4239.32%-4208.6pp | 372.94%-342.3pp |
| Employer contribution / active EE | $881 | $1,398-37.0% | $1,053-16.4% | $4,751-81.5% |
| Participant deferral / active EE | $1,101 | $2,557-56.9% | $1,924-42.8% | $6,710-83.6% |
| Admin fee / account holder | $18 | $3,265-99.5% | $2,516-99.3% | $11,403-99.8% |