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 5-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 | $184,300 | $189,613-2.8% | $167,512+10.0% | $142,382+29.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.05% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $15,966 | $4,349+267.1% | $3,882+311.3% | $4,299+271.4% |
| Participant deferral / active EE | $18,902 | $6,981+170.8% | $6,405+195.1% | $6,507+190.5% |
| Admin fee / account holder | $73 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |