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 | $86,080 | $189,613-54.6% | $167,512-48.6% | $142,382-39.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.00% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,574 | $4,349-17.8% | $3,882-7.9% | $4,299-16.9% |
| Participant deferral / active EE | $11,110 | $6,981+59.1% | $6,405+73.5% | $6,507+70.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |