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 | $45,614 | $189,613-75.9% | $167,512-72.8% | $142,382-68.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.64% | 2024.68%-2003.0pp | 1615.79%-1594.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,935 | $4,349-55.5% | $3,882-50.2% | $4,299-55.0% |
| Participant deferral / active EE | $3,356 | $6,981-51.9% | $6,405-47.6% | $6,507-48.4% |
| Admin fee / account holder | $60 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |