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 3-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 | $71,887 | $189,613-62.1% | $167,512-57.1% | $142,382-49.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.23% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,334 | $4,349-46.3% | $3,882-39.9% | $4,299-45.7% |
| Participant deferral / active EE | $2,334 | $6,981-66.6% | $6,405-63.6% | $6,507-64.1% |
| Admin fee / account holder | $157 | $10,528-98.5% | $9,769-98.4% | $12,624-98.8% |