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 | $12,169 | $189,613-93.6% | $167,512-92.7% | $142,382-91.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 59.94% | 2024.68%-1964.7pp | 1615.79%-1555.9pp | 217.08%-157.1pp |
| Employer contribution / active EE | $1,470 | $4,349-66.2% | $3,882-62.1% | $4,299-65.8% |
| Participant deferral / active EE | $7,200 | $6,981+3.1% | $6,405+12.4% | $6,507+10.7% |
| Admin fee / account holder | $8 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |