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 6-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 | $49,305 | $189,613-74.0% | $167,512-70.6% | $142,382-65.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.13% | 2024.68%-2003.6pp | 1615.79%-1594.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,699 | $4,349-37.9% | $3,882-30.5% | $4,299-37.2% |
| Participant deferral / active EE | $11,133 | $6,981+59.5% | $6,405+73.8% | $6,507+71.1% |
| Admin fee / account holder | $65 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |