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 6-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 | $93,605 | $189,613-50.6% | $167,512-44.1% | $142,382-34.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.21% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $7,375 | $4,349+69.6% | $3,882+90.0% | $4,299+71.6% |
| Participant deferral / active EE | $8,315 | $6,981+19.1% | $6,405+29.8% | $6,507+27.8% |
| Admin fee / account holder | $231 | $10,528-97.8% | $9,769-97.6% | $12,624-98.2% |