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 | $9,084 | $81,625-88.9% | $58,482-84.5% | $139,434-93.5% |
| Participation rate | 70.6% | 61.3%+9.3pp | 50.9%+19.7pp | 80.3%-9.7pp |
| Annual return | 31.05% | 7404.20%-7373.1pp | 4239.32%-4208.3pp | 372.94%-341.9pp |
| Employer contribution / active EE | $878 | $1,398-37.2% | $1,053-16.6% | $4,751-81.5% |
| Participant deferral / active EE | $2,961 | $2,557+15.8% | $1,924+53.9% | $6,710-55.9% |
| Admin fee / account holder | $214 | $3,265-93.5% | $2,516-91.5% | $11,403-98.1% |