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 7-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 | $20,054 | $189,613-89.4% | $167,512-88.0% | $142,382-85.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.51% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,551 | $4,349-64.3% | $3,882-60.0% | $4,299-63.9% |
| Participant deferral / active EE | $3,045 | $6,981-56.4% | $6,405-52.5% | $6,507-53.2% |
| Admin fee / account holder | $19 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |