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 9-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 | $105,643 | $189,613-44.3% | $167,512-36.9% | $142,382-25.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.99% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,962 | $4,349-8.9% | $3,882+2.1% | $4,299-7.8% |
| Participant deferral / active EE | $7,437 | $6,981+6.5% | $6,405+16.1% | $6,507+14.3% |
| Admin fee / account holder | $137 | $10,528-98.7% | $9,769-98.6% | $12,624-98.9% |