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 3-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 | $9,855 | $76,738-87.2% | $56,411-82.5% | $145,922-93.2% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 20.90% | 2994.23%-2973.3pp | 1701.33%-1680.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,950 | $2,623+88.8% | $1,952+153.6% | $6,688-26.0% |
| Admin fee / account holder | $74 | $3,334-97.8% | $2,829-97.4% | $13,397-99.4% |