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 10-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 | $56,911 | $189,613-70.0% | $167,512-66.0% | $142,382-60.0% |
| Participation rate | 89.5% | 80.1%+9.3pp | 77.1%+12.4pp | 80.1%+9.4pp |
| Annual return | 15.61% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,462 | $4,349-66.4% | $3,882-62.3% | $4,299-66.0% |
| Participant deferral / active EE | $3,697 | $6,981-47.0% | $6,405-42.3% | $6,507-43.2% |
| Admin fee / account holder | $3 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |