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 | $97,677 | $189,613-48.5% | $167,512-41.7% | $142,382-31.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.81% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $23,492 | $6,981+236.5% | $6,405+266.8% | $6,507+261.0% |
| Admin fee / account holder | $270 | $10,528-97.4% | $9,769-97.2% | $12,624-97.9% |