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 5-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 | $53,013 | $189,613-72.0% | $167,512-68.4% | $142,382-62.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.25% | 2024.68%-2003.4pp | 1615.79%-1594.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,033 | $4,349-76.2% | $3,882-73.4% | $4,299-76.0% |
| Participant deferral / active EE | $5,454 | $6,981-21.9% | $6,405-14.8% | $6,507-16.2% |
| Admin fee / account holder | -$127 | $10,528-101.2% | $9,769-101.3% | $12,624-101.0% |