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 5-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 | $38,777 | $189,613-79.5% | $167,512-76.9% | $142,382-72.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 20.24% | 2024.68%-2004.4pp | 1615.79%-1595.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,443 | $4,349-43.8% | $3,882-37.1% | $4,299-43.2% |
| Participant deferral / active EE | $2,923 | $6,981-58.1% | $6,405-54.4% | $6,507-55.1% |
| Admin fee / account holder | $80 | $10,528-99.2% | $9,769-99.2% | $12,624-99.4% |