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 | $36,627 | $189,613-80.7% | $167,512-78.1% | $142,382-74.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.31% | 2024.68%-2003.4pp | 1615.79%-1594.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,933 | $4,349-32.6% | $3,882-24.4% | $4,299-31.8% |
| Participant deferral / active EE | $2,933 | $6,981-58.0% | $6,405-54.2% | $6,507-54.9% |
| Admin fee / account holder | $208 | $10,528-98.0% | $9,769-97.9% | $12,624-98.4% |