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 | $62,669 | $189,613-66.9% | $167,512-62.6% | $142,382-56.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.94% | 2024.68%-2001.7pp | 1615.79%-1592.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,642 | $4,349-62.2% | $3,882-57.7% | $4,299-61.8% |
| Participant deferral / active EE | $8,195 | $6,981+17.4% | $6,405+28.0% | $6,507+25.9% |
| Admin fee / account holder | $11 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |