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 | $21,055 | $189,613-88.9% | $167,512-87.4% | $142,382-85.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.67% | 2024.68%-1997.0pp | 1615.79%-1588.1pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,294 | $4,349-70.2% | $3,882-66.7% | $4,299-69.9% |
| Participant deferral / active EE | $6,851 | $6,981-1.9% | $6,405+7.0% | $6,507+5.3% |
| Admin fee / account holder | $86 | $10,528-99.2% | $9,769-99.1% | $12,624-99.3% |