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 9-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 | $119,234 | $189,613-37.1% | $167,512-28.8% | $142,382-16.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 17.66% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,448 | $4,349-66.7% | $3,882-62.7% | $4,299-66.3% |
| Participant deferral / active EE | $1,862 | $6,981-73.3% | $6,405-70.9% | $6,507-71.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |