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 6-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 | $188,874 | $189,613-0.4% | $167,512+12.8% | $142,382+32.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.52% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,968 | $4,349-8.8% | $3,882+2.2% | $4,299-7.7% |
| Participant deferral / active EE | $3,291 | $6,981-52.9% | $6,405-48.6% | $6,507-49.4% |
| Admin fee / account holder | $14 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |