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 | $21,953 | $189,613-88.4% | $167,512-86.9% | $142,382-84.6% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 22.97% | 2024.68%-2001.7pp | 1615.79%-1592.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $548 | $4,349-87.4% | $3,882-85.9% | $4,299-87.3% |
| Participant deferral / active EE | $11,245 | $6,981+61.1% | $6,405+75.6% | $6,507+72.8% |
| Admin fee / account holder | $102 | $10,528-99.0% | $9,769-99.0% | $12,624-99.2% |