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 | $2,351 | $81,625-97.1% | $58,482-96.0% | $139,434-98.3% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 18.22% | 7404.20%-7386.0pp | 4239.32%-4221.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $378 | $1,398-73.0% | $1,053-64.1% | $4,751-92.0% |
| Participant deferral / active EE | $1,743 | $2,557-31.8% | $1,924-9.4% | $6,710-74.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |