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 5-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 | $4,750 | $81,625-94.2% | $58,482-91.9% | $139,434-96.6% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 28.19% | 7404.20%-7376.0pp | 4239.32%-4211.1pp | 372.94%-344.8pp |
| Employer contribution / active EE | $743 | $1,398-46.9% | $1,053-29.5% | $4,751-84.4% |
| Participant deferral / active EE | $1,510 | $2,557-40.9% | $1,924-21.5% | $6,710-77.5% |
| Admin fee / account holder | $12 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |