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 | $1,914 | $81,625-97.7% | $58,482-96.7% | $139,434-98.6% |
| Participation rate | 78.6% | 61.3%+17.2pp | 50.9%+27.7pp | 80.3%-1.7pp |
| Annual return | 64.80% | 7404.20%-7339.4pp | 4239.32%-4174.5pp | 372.94%-308.1pp |
| Employer contribution / active EE | $462 | $1,398-67.0% | $1,053-56.2% | $4,751-90.3% |
| Participant deferral / active EE | $887 | $2,557-65.3% | $1,924-53.9% | $6,710-86.8% |
| Admin fee / account holder | $29 | $3,265-99.1% | $2,516-98.9% | $11,403-99.7% |