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 9-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 | $26,287 | $189,613-86.1% | $167,512-84.3% | $142,382-81.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.14% | 2024.68%-2013.5pp | 1615.79%-1604.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,520 | $4,349-42.1% | $3,882-35.1% | $4,299-41.4% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $284 | $10,528-97.3% | $9,769-97.1% | $12,624-97.7% |