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 | $16,263 | $189,613-91.4% | $167,512-90.3% | $142,382-88.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.60% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,521 | $4,349-65.0% | $3,882-60.8% | $4,299-64.6% |
| Participant deferral / active EE | $2,501 | $6,981-64.2% | $6,405-61.0% | $6,507-61.6% |
| Admin fee / account holder | $263 | $10,528-97.5% | $9,769-97.3% | $12,624-97.9% |