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 | $101,461 | $189,613-46.5% | $167,512-39.4% | $142,382-28.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 20.64% | 2024.68%-2004.0pp | 1615.79%-1595.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,328 | $4,349-23.5% | $3,882-14.3% | $4,299-22.6% |
| Participant deferral / active EE | $9,868 | $6,981+41.3% | $6,405+54.1% | $6,507+51.6% |
| Admin fee / account holder | $121 | $10,528-98.9% | $9,769-98.8% | $12,624-99.0% |