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 | $64,571 | $189,613-65.9% | $167,512-61.5% | $142,382-54.6% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 20.77% | 2024.68%-2003.9pp | 1615.79%-1595.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,445 | $4,349-20.8% | $3,882-11.2% | $4,299-19.9% |
| Participant deferral / active EE | $6,305 | $6,981-9.7% | $6,405-1.5% | $6,507-3.1% |
| Admin fee / account holder | $24 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |