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 | $32,727 | $189,613-82.7% | $167,512-80.5% | $142,382-77.0% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 18.75% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $518 | $4,349-88.1% | $3,882-86.7% | $4,299-88.0% |
| Participant deferral / active EE | $1,333 | $6,981-80.9% | $6,405-79.2% | $6,507-79.5% |
| Admin fee / account holder | $259 | $10,528-97.5% | $9,769-97.3% | $12,624-97.9% |