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 7-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 | $33,254 | $189,613-82.5% | $167,512-80.1% | $142,382-76.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.45% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,070 | $4,349-52.4% | $3,882-46.7% | $4,299-51.8% |
| Participant deferral / active EE | $3,044 | $6,981-56.4% | $6,405-52.5% | $6,507-53.2% |
| Admin fee / account holder | $60 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |