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 | $21,824 | $189,613-88.5% | $167,512-87.0% | $142,382-84.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.30% | 2024.68%-2002.4pp | 1615.79%-1593.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,765 | $4,349-36.4% | $3,882-28.8% | $4,299-35.7% |
| Participant deferral / active EE | $4,276 | $6,981-38.7% | $6,405-33.2% | $6,507-34.3% |
| Admin fee / account holder | $144 | $10,528-98.6% | $9,769-98.5% | $12,624-98.9% |