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 7-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 | $121,010 | $189,613-36.2% | $167,512-27.8% | $142,382-15.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.15% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,009 | $4,349-53.8% | $3,882-48.3% | $4,299-53.3% |
| Participant deferral / active EE | $2,009 | $6,981-71.2% | $6,405-68.6% | $6,507-69.1% |
| Admin fee / account holder | $266 | $10,528-97.5% | $9,769-97.3% | $12,624-97.9% |