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 | $1,571 | $81,625-98.1% | $58,482-97.3% | $139,434-98.9% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 31.26% | 7404.20%-7372.9pp | 4239.32%-4208.1pp | 372.94%-341.7pp |
| Employer contribution / active EE | $473 | $1,398-66.2% | $1,053-55.1% | $4,751-90.1% |
| Participant deferral / active EE | $861 | $2,557-66.3% | $1,924-55.3% | $6,710-87.2% |
| Admin fee / account holder | $115 | $3,265-96.5% | $2,516-95.4% | $11,403-99.0% |