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 10-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 | $228,278 | $189,613+20.4% | $167,512+36.3% | $142,382+60.3% |
| Participation rate | 72.2% | 80.1%-7.9pp | 77.1%-4.8pp | 80.1%-7.9pp |
| Annual return | 15.65% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,852 | $4,349-34.4% | $3,882-26.5% | $4,299-33.7% |
| Participant deferral / active EE | $8,942 | $6,981+28.1% | $6,405+39.6% | $6,507+37.4% |
| Admin fee / account holder | $68 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |