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 | $19,193 | $189,613-89.9% | $167,512-88.5% | $142,382-86.5% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 23.40% | 2024.68%-2001.3pp | 1615.79%-1592.4pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,039 | $4,349-53.1% | $3,882-47.5% | $4,299-52.6% |
| Participant deferral / active EE | $4,326 | $6,981-38.0% | $6,405-32.5% | $6,507-33.5% |
| Admin fee / account holder | $45 | $10,528-99.6% | $9,769-99.5% | $12,624-99.6% |