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 | $20,608 | $189,613-89.1% | $167,512-87.7% | $142,382-85.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.97% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,214 | $4,349-49.1% | $3,882-43.0% | $4,299-48.5% |
| Participant deferral / active EE | $8,548 | $6,981+22.4% | $6,405+33.5% | $6,507+31.4% |
| Admin fee / account holder | $208 | $10,528-98.0% | $9,769-97.9% | $12,624-98.4% |