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 | $77,004 | $189,613-59.4% | $167,512-54.0% | $142,382-45.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.34% | 2024.68%-2005.3pp | 1615.79%-1596.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,579 | $4,349+74.3% | $3,882+95.2% | $4,299+76.3% |
| Participant deferral / active EE | $11,173 | $6,981+60.0% | $6,405+74.5% | $6,507+71.7% |
| Admin fee / account holder | $153 | $10,528-98.5% | $9,769-98.4% | $12,624-98.8% |