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 | $31,069 | $189,613-83.6% | $167,512-81.5% | $142,382-78.2% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 32.39% | 2024.68%-1992.3pp | 1615.79%-1583.4pp | 217.08%-184.7pp |
| Employer contribution / active EE | $4,259 | $4,349-2.1% | $3,882+9.7% | $4,299-0.9% |
| Participant deferral / active EE | $8,121 | $6,981+16.3% | $6,405+26.8% | $6,507+24.8% |
| Admin fee / account holder | $16 | $10,528-99.9% | $9,769-99.8% | $12,624-99.9% |