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 | $211,007 | $189,613+11.3% | $167,512+26.0% | $142,382+48.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.12% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,162 | $4,349-4.3% | $3,882+7.2% | $4,299-3.2% |
| Participant deferral / active EE | $16,844 | $6,981+141.3% | $6,405+163.0% | $6,507+158.8% |
| Admin fee / account holder | $233 | $10,528-97.8% | $9,769-97.6% | $12,624-98.2% |