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 5-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 | $16,399 | $99,640-83.5% | $86,436-81.0% | $134,475-87.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 85.91% | 6782.58%-6696.7pp | 4394.89%-4309.0pp | 417.96%-332.1pp |
| Employer contribution / active EE | $732 | $4,400-83.4% | $3,769-80.6% | $4,740-84.6% |
| Participant deferral / active EE | $10,906 | $7,246+50.5% | $6,952+56.9% | $6,400+70.4% |
| Admin fee / account holder | $14 | $8,371-99.8% | $6,731-99.8% | $11,426-99.9% |