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 | $144,831 | $189,613-23.6% | $167,512-13.5% | $142,382+1.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.61% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,868 | $4,349+34.9% | $3,882+51.2% | $4,299+36.5% |
| Participant deferral / active EE | $8,267 | $6,981+18.4% | $6,405+29.1% | $6,507+27.0% |
| Admin fee / account holder | $174 | $10,528-98.4% | $9,769-98.2% | $12,624-98.6% |