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 | $168,398 | $189,613-11.2% | $167,512+0.5% | $142,382+18.3% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 14.14% | 2024.68%-2010.5pp | 1615.79%-1601.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $17,875 | $6,981+156.0% | $6,405+179.1% | $6,507+174.7% |
| Admin fee / account holder | $88 | $10,528-99.2% | $9,769-99.1% | $12,624-99.3% |