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 3-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 | $19,072 | $189,613-89.9% | $167,512-88.6% | $142,382-86.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 28.40% | 2024.68%-1996.3pp | 1615.79%-1587.4pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,520 | $4,349-42.1% | $3,882-35.1% | $4,299-41.4% |
| Participant deferral / active EE | $3,260 | $6,981-53.3% | $6,405-49.1% | $6,507-49.9% |
| Admin fee / account holder | $66 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |