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 | $81,894 | $189,613-56.8% | $167,512-51.1% | $142,382-42.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 70.04% | 2024.68%-1954.6pp | 1615.79%-1545.8pp | 217.08%-147.0pp |
| Employer contribution / active EE | $3,518 | $4,349-19.1% | $3,882-9.4% | $4,299-18.2% |
| Participant deferral / active EE | $5,068 | $6,981-27.4% | $6,405-20.9% | $6,507-22.1% |
| Admin fee / account holder | $122 | $10,528-98.8% | $9,769-98.8% | $12,624-99.0% |