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 | $247,397 | $189,613+30.5% | $167,512+47.7% | $142,382+73.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.01% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,333 | $4,349-0.4% | $3,882+11.6% | $4,299+0.8% |
| Participant deferral / active EE | $4,607 | $6,981-34.0% | $6,405-28.1% | $6,507-29.2% |
| Admin fee / account holder | $19 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |