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 | $15,476 | $189,613-91.8% | $167,512-90.8% | $142,382-89.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.09% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,333 | $4,349-46.4% | $3,882-39.9% | $4,299-45.7% |
| Participant deferral / active EE | $8,015 | $6,981+14.8% | $6,405+25.1% | $6,507+23.2% |
| Admin fee / account holder | $31 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |