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 5-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 | $56,325 | $189,613-70.3% | $167,512-66.4% | $142,382-60.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.64% | 2024.68%-2007.0pp | 1615.79%-1598.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,000 | $4,349+38.0% | $3,882+54.6% | $4,299+39.6% |
| Participant deferral / active EE | $12,960 | $6,981+85.6% | $6,405+102.4% | $6,507+99.2% |
| Admin fee / account holder | $71 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |