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 | $37,385 | $189,613-80.3% | $167,512-77.7% | $142,382-73.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.68% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,928 | $4,349-55.7% | $3,882-50.3% | $4,299-55.2% |
| Participant deferral / active EE | $1,928 | $6,981-72.4% | $6,405-69.9% | $6,507-70.4% |
| Admin fee / account holder | $80 | $10,528-99.2% | $9,769-99.2% | $12,624-99.4% |