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 | $97,801 | $189,613-48.4% | $167,512-41.6% | $142,382-31.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 28.73% | 2024.68%-1996.0pp | 1615.79%-1587.1pp | 217.08%-188.3pp |
| Employer contribution / active EE | $12,376 | $4,349+184.6% | $3,882+218.8% | $4,299+187.9% |
| Participant deferral / active EE | $16,832 | $6,981+141.1% | $6,405+162.8% | $6,507+158.7% |
| Admin fee / account holder | $152 | $10,528-98.6% | $9,769-98.4% | $12,624-98.8% |