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 6-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 | $181,159 | $189,613-4.5% | $167,512+8.1% | $142,382+27.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.20% | 2024.68%-2004.5pp | 1615.79%-1595.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,888 | $4,349-56.6% | $3,882-51.4% | $4,299-56.1% |
| Participant deferral / active EE | $15,805 | $6,981+126.4% | $6,405+146.8% | $6,507+142.9% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |