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 4-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 | $12,189 | $189,613-93.6% | $167,512-92.7% | $142,382-91.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.87% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,050 | $4,349-75.9% | $3,882-73.0% | $4,299-75.6% |
| Participant deferral / active EE | $3,587 | $6,981-48.6% | $6,405-44.0% | $6,507-44.9% |
| Admin fee / account holder | $280 | $10,528-97.3% | $9,769-97.1% | $12,624-97.8% |