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 | $135,357 | $189,613-28.6% | $167,512-19.2% | $142,382-4.9% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 22.97% | 2024.68%-2001.7pp | 1615.79%-1592.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $11,699 | $4,349+169.0% | $3,882+201.4% | $4,299+172.1% |
| Participant deferral / active EE | $12,294 | $6,981+76.1% | $6,405+92.0% | $6,507+88.9% |
| Admin fee / account holder | $3 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |