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 8-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 | $83,015 | $189,613-56.2% | $167,512-50.4% | $142,382-41.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.51% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,834 | $4,349-34.8% | $3,882-27.0% | $4,299-34.1% |
| Participant deferral / active EE | $12,366 | $6,981+77.1% | $6,405+93.1% | $6,507+90.0% |
| Admin fee / account holder | $93 | $10,528-99.1% | $9,769-99.1% | $12,624-99.3% |