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 4-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 | $30,037 | $189,613-84.2% | $167,512-82.1% | $142,382-78.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.08% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,464 | $4,349-43.3% | $3,882-36.5% | $4,299-42.7% |
| Participant deferral / active EE | $7,011 | $6,981+0.4% | $6,405+9.5% | $6,507+7.7% |
| Admin fee / account holder | $66 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |