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 | $5,161 | $76,738-93.3% | $56,411-90.9% | $145,922-96.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.76% | 2994.23%-2983.5pp | 1701.33%-1690.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $451 | $1,380-67.3% | $1,039-56.6% | $4,660-90.3% |
| Participant deferral / active EE | $3,111 | $2,623+18.6% | $1,952+59.4% | $6,688-53.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |