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 8-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 | $135,963 | $189,613-28.3% | $167,512-18.8% | $142,382-4.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.23% | 2024.68%-2014.4pp | 1615.79%-1605.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,283 | $4,349-24.5% | $3,882-15.4% | $4,299-23.6% |
| Participant deferral / active EE | $18,050 | $6,981+158.5% | $6,405+181.8% | $6,507+177.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |