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 9-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 | $14,530 | $189,613-92.3% | $167,512-91.3% | $142,382-89.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.57% | 2024.68%-1997.1pp | 1615.79%-1588.2pp | 217.08%-189.5pp |
| Employer contribution / active EE | $3,144 | $4,349-27.7% | $3,882-19.0% | $4,299-26.9% |
| Participant deferral / active EE | $3,986 | $6,981-42.9% | $6,405-37.8% | $6,507-38.7% |
| Admin fee / account holder | $107 | $10,528-99.0% | $9,769-98.9% | $12,624-99.1% |