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 5-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 | $99,429 | $189,613-47.6% | $167,512-40.6% | $142,382-30.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.06% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,239 | $4,349-71.5% | $3,882-68.1% | $4,299-71.2% |
| Participant deferral / active EE | $7,758 | $6,981+11.1% | $6,405+21.1% | $6,507+19.2% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |