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 | $84,339 | $189,613-55.5% | $167,512-49.7% | $142,382-40.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.45% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,695 | $4,349-15.0% | $3,882-4.8% | $4,299-14.1% |
| Participant deferral / active EE | $8,578 | $6,981+22.9% | $6,405+33.9% | $6,507+31.8% |
| Admin fee / account holder | $199 | $10,528-98.1% | $9,769-98.0% | $12,624-98.4% |