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 6-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 | $80,225 | $189,613-57.7% | $167,512-52.1% | $142,382-43.7% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 19.69% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,557 | $4,349-41.2% | $3,882-34.1% | $4,299-40.5% |
| Participant deferral / active EE | $6,849 | $6,981-1.9% | $6,405+6.9% | $6,507+5.3% |
| Admin fee / account holder | $5 | $10,528-100.0% | $9,769-99.9% | $12,624-100.0% |