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 8-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 | $190,459 | $189,613+0.4% | $167,512+13.7% | $142,382+33.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.04% | 2024.68%-2008.6pp | 1615.79%-1599.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,777 | $4,349-36.1% | $3,882-28.5% | $4,299-35.4% |
| Participant deferral / active EE | $3,836 | $6,981-45.1% | $6,405-40.1% | $6,507-41.0% |
| Admin fee / account holder | $103 | $10,528-99.0% | $9,769-98.9% | $12,624-99.2% |