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 | $6,461 | $81,625-92.1% | $58,482-89.0% | $139,434-95.4% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 36.33% | 7404.20%-7367.9pp | 4239.32%-4203.0pp | 372.94%-336.6pp |
| Employer contribution / active EE | $877 | $1,398-37.3% | $1,053-16.7% | $4,751-81.5% |
| Participant deferral / active EE | $3,254 | $2,557+27.3% | $1,924+69.1% | $6,710-51.5% |
| Admin fee / account holder | $117 | $3,265-96.4% | $2,516-95.4% | $11,403-99.0% |