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 | $35,301 | $189,613-81.4% | $167,512-78.9% | $142,382-75.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.68% | 2024.68%-2002.0pp | 1615.79%-1593.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,023 | $4,349-30.5% | $3,882-22.1% | $4,299-29.7% |
| Participant deferral / active EE | $7,987 | $6,981+14.4% | $6,405+24.7% | $6,507+22.7% |
| Admin fee / account holder | $42 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |