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 | $45,116 | $189,613-76.2% | $167,512-73.1% | $142,382-68.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.53% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,562 | $4,349-64.1% | $3,882-59.8% | $4,299-63.7% |
| Participant deferral / active EE | $6,567 | $6,981-5.9% | $6,405+2.5% | $6,507+0.9% |
| Admin fee / account holder | $116 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |