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 | $29,160 | $189,613-84.6% | $167,512-82.6% | $142,382-79.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.77% | 2024.68%-2003.9pp | 1615.79%-1595.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,835 | $4,349-57.8% | $3,882-52.7% | $4,299-57.3% |
| Participant deferral / active EE | $1,800 | $6,981-74.2% | $6,405-71.9% | $6,507-72.3% |
| Admin fee / account holder | $293 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |