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 | $220,155 | $189,613+16.1% | $167,512+31.4% | $142,382+54.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.91% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,930 | $4,349-9.6% | $3,882+1.2% | $4,299-8.6% |
| Participant deferral / active EE | $8,483 | $6,981+21.5% | $6,405+32.5% | $6,507+30.4% |
| Admin fee / account holder | $13 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |