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 8-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 | $43,444 | $189,613-77.1% | $167,512-74.1% | $142,382-69.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.33% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,831 | $4,349-11.9% | $3,882-1.3% | $4,299-10.9% |
| Participant deferral / active EE | $5,350 | $6,981-23.4% | $6,405-16.5% | $6,507-17.8% |
| Admin fee / account holder | $92 | $10,528-99.1% | $9,769-99.1% | $12,624-99.3% |