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 | $24,726 | $189,613-87.0% | $167,512-85.2% | $142,382-82.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 32.56% | 2024.68%-1992.1pp | 1615.79%-1583.2pp | 217.08%-184.5pp |
| Employer contribution / active EE | $2,819 | $4,349-35.2% | $3,882-27.4% | $4,299-34.4% |
| Participant deferral / active EE | $5,117 | $6,981-26.7% | $6,405-20.1% | $6,507-21.4% |
| Admin fee / account holder | $13 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |