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 6-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 | $175,234 | $189,613-7.6% | $167,512+4.6% | $142,382+23.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.95% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,934 | $4,349-55.5% | $3,882-50.2% | $4,299-55.0% |
| Participant deferral / active EE | $4,126 | $6,981-40.9% | $6,405-35.6% | $6,507-36.6% |
| Admin fee / account holder | $151 | $10,528-98.6% | $9,769-98.5% | $12,624-98.8% |