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 | $51,892 | $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 | 12.73% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,320 | $4,349-69.6% | $3,882-66.0% | $4,299-69.3% |
| Participant deferral / active EE | $12,350 | $6,981+76.9% | $6,405+92.8% | $6,507+89.8% |
| Admin fee / account holder | $8 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |