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 | $37,745 | $189,613-80.1% | $167,512-77.5% | $142,382-73.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.83% | 2024.68%-2003.8pp | 1615.79%-1595.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,430 | $4,349-44.1% | $3,882-37.4% | $4,299-43.5% |
| Participant deferral / active EE | $6,750 | $6,981-3.3% | $6,405+5.4% | $6,507+3.7% |
| Admin fee / account holder | $73 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |