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 4-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 | $36,775 | $189,613-80.6% | $167,512-78.0% | $142,382-74.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.25% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,448 | $4,349-43.7% | $3,882-36.9% | $4,299-43.1% |
| Participant deferral / active EE | $1,600 | $6,981-77.1% | $6,405-75.0% | $6,507-75.4% |
| Admin fee / account holder | $45 | $10,528-99.6% | $9,769-99.5% | $12,624-99.6% |