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 3-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 | $29,670 | $189,613-84.4% | $167,512-82.3% | $142,382-79.2% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 17.37% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,139 | $4,349-27.8% | $3,882-19.1% | $4,299-27.0% |
| Participant deferral / active EE | $7,400 | $6,981+6.0% | $6,405+15.5% | $6,507+13.7% |
| Admin fee / account holder | $91 | $10,528-99.1% | $9,769-99.1% | $12,624-99.3% |