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 | $51,883 | $189,613-72.6% | $167,512-69.0% | $142,382-63.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.25% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,435 | $4,349-44.0% | $3,882-37.3% | $4,299-43.4% |
| Participant deferral / active EE | $6,503 | $6,981-6.9% | $6,405+1.5% | $6,507-0.1% |
| Admin fee / account holder | $120 | $10,528-98.9% | $9,769-98.8% | $12,624-99.0% |