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 | $24,108 | $189,613-87.3% | $167,512-85.6% | $142,382-83.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 20.87% | 2024.68%-2003.8pp | 1615.79%-1594.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,862 | $4,349-34.2% | $3,882-26.3% | $4,299-33.4% |
| Participant deferral / active EE | $3,024 | $6,981-56.7% | $6,405-52.8% | $6,507-53.5% |
| Admin fee / account holder | $19 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |