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 | $6,381 | $81,625-92.2% | $58,482-89.1% | $139,434-95.4% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 88.05% | 7404.20%-7316.1pp | 4239.32%-4151.3pp | 372.94%-284.9pp |
| Employer contribution / active EE | $547 | $1,398-60.9% | $1,053-48.1% | $4,751-88.5% |
| Participant deferral / active EE | $3,641 | $2,557+42.4% | $1,924+89.2% | $6,710-45.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |