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 8-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 | $2,553 | $81,625-96.9% | $58,482-95.6% | $139,434-98.2% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 10.64% | 7404.20%-7393.6pp | 4239.32%-4228.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $254 | $1,398-81.8% | $1,053-75.8% | $4,751-94.6% |
| Participant deferral / active EE | $382 | $2,557-85.1% | $1,924-80.2% | $6,710-94.3% |
| Admin fee / account holder | $25 | $3,265-99.2% | $2,516-99.0% | $11,403-99.8% |