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 | $207,723 | $189,613+9.6% | $167,512+24.0% | $142,382+45.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.09% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $11,016 | $4,349+153.3% | $3,882+183.8% | $4,299+156.2% |
| Participant deferral / active EE | $8,157 | $6,981+16.8% | $6,405+27.4% | $6,507+25.4% |
| Admin fee / account holder | $1 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |