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 | $73,597 | $189,613-61.2% | $167,512-56.1% | $142,382-48.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.23% | 2024.68%-1998.5pp | 1615.79%-1589.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $3,333 | $4,349-23.4% | $3,882-14.1% | $4,299-22.5% |
| Participant deferral / active EE | $3,176 | $6,981-54.5% | $6,405-50.4% | $6,507-51.2% |
| Admin fee / account holder | $3 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |