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 | $33,533 | $189,613-82.3% | $167,512-80.0% | $142,382-76.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 24.58% | 2024.68%-2000.1pp | 1615.79%-1591.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,044 | $4,349-30.0% | $3,882-21.6% | $4,299-29.2% |
| Participant deferral / active EE | $6,968 | $6,981-0.2% | $6,405+8.8% | $6,507+7.1% |
| Admin fee / account holder | $60 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |