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 | $86,927 | $189,613-54.2% | $167,512-48.1% | $142,382-38.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.24% | 2024.68%-2004.4pp | 1615.79%-1595.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,900 | $4,349-10.3% | $3,882+0.5% | $4,299-9.3% |
| Participant deferral / active EE | $3,900 | $6,981-44.1% | $6,405-39.1% | $6,507-40.1% |
| Admin fee / account holder | $160 | $10,528-98.5% | $9,769-98.4% | $12,624-98.7% |