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 | $155,161 | $189,613-18.2% | $167,512-7.4% | $142,382+9.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.38% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $16,316 | $4,349+275.2% | $3,882+320.3% | $4,299+279.5% |
| Participant deferral / active EE | $10,182 | $6,981+45.8% | $6,405+59.0% | $6,507+56.5% |
| Admin fee / account holder | $21 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |