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 10-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 | $170,119 | $189,613-10.3% | $167,512+1.6% | $142,382+19.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.18% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $798 | $4,349-81.7% | $3,882-79.4% | $4,299-81.4% |
| Participant deferral / active EE | $12,214 | $6,981+75.0% | $6,405+90.7% | $6,507+87.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |