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 | $60,953 | $189,613-67.9% | $167,512-63.6% | $142,382-57.2% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 24.22% | 2024.68%-2000.5pp | 1615.79%-1591.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,101 | $4,349-74.7% | $3,882-71.6% | $4,299-74.4% |
| Participant deferral / active EE | $10,047 | $6,981+43.9% | $6,405+56.9% | $6,507+54.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |