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 | $2,124 | $81,625-97.4% | $58,482-96.4% | $139,434-98.5% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 35.19% | 7404.20%-7369.0pp | 4239.32%-4204.1pp | 372.94%-337.8pp |
| Employer contribution / active EE | $766 | $1,398-45.2% | $1,053-27.2% | $4,751-83.9% |
| Participant deferral / active EE | $747 | $2,557-70.8% | $1,924-61.2% | $6,710-88.9% |
| Admin fee / account holder | $19 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |