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 3-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 | $48,633 | $189,613-74.4% | $167,512-71.0% | $142,382-65.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 49.36% | 2024.68%-1975.3pp | 1615.79%-1566.4pp | 217.08%-167.7pp |
| Employer contribution / active EE | $7,287 | $4,349+67.6% | $3,882+87.7% | $4,299+69.5% |
| Participant deferral / active EE | $23,767 | $6,981+240.4% | $6,405+271.1% | $6,507+265.2% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |