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 | $35,283 | $189,613-81.4% | $167,512-78.9% | $142,382-75.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 24.34% | 2024.68%-2000.3pp | 1615.79%-1591.4pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,500 | $4,349-42.5% | $3,882-35.6% | $4,299-41.8% |
| Participant deferral / active EE | $7,461 | $6,981+6.9% | $6,405+16.5% | $6,507+14.6% |
| Admin fee / account holder | $32 | $10,528-99.7% | $9,769-99.7% | $12,624-99.7% |