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 | $12,464 | $189,613-93.4% | $167,512-92.6% | $142,382-91.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.32% | 2024.68%-1997.4pp | 1615.79%-1588.5pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,506 | $4,349-65.4% | $3,882-61.2% | $4,299-65.0% |
| Participant deferral / active EE | $3,406 | $6,981-51.2% | $6,405-46.8% | $6,507-47.7% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |