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 | $64,334 | $189,613-66.1% | $167,512-61.6% | $142,382-54.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.19% | 2024.68%-2000.5pp | 1615.79%-1591.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,551 | $4,349-18.4% | $3,882-8.5% | $4,299-17.4% |
| Participant deferral / active EE | $17,353 | $6,981+148.6% | $6,405+170.9% | $6,507+166.7% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |