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 | $5,611 | $76,738-92.7% | $56,411-90.1% | $145,922-96.2% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 20.66% | 2994.23%-2973.6pp | 1701.33%-1680.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $467 | $1,380-66.2% | $1,039-55.1% | $4,660-90.0% |
| Participant deferral / active EE | $3,950 | $2,623+50.6% | $1,952+102.4% | $6,688-40.9% |
| Admin fee / account holder | $13 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |