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 4-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 | $32,444 | $189,613-82.9% | $167,512-80.6% | $142,382-77.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.87% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,712 | $4,349-14.6% | $3,882-4.4% | $4,299-13.7% |
| Participant deferral / active EE | $11,124 | $6,981+59.3% | $6,405+73.7% | $6,507+70.9% |
| Admin fee / account holder | $78 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |