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 | $20,966 | $189,613-88.9% | $167,512-87.5% | $142,382-85.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.45% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $709 | $4,349-83.7% | $3,882-81.7% | $4,299-83.5% |
| Participant deferral / active EE | $5,692 | $6,981-18.5% | $6,405-11.1% | $6,507-12.5% |
| Admin fee / account holder | $213 | $10,528-98.0% | $9,769-97.8% | $12,624-98.3% |