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 | $29,839 | $189,613-84.3% | $167,512-82.2% | $142,382-79.0% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 72.75% | 2024.68%-1951.9pp | 1615.79%-1543.0pp | 217.08%-144.3pp |
| Employer contribution / active EE | $2,266 | $4,349-47.9% | $3,882-41.6% | $4,299-47.3% |
| Participant deferral / active EE | $5,629 | $6,981-19.4% | $6,405-12.1% | $6,507-13.5% |
| Admin fee / account holder | $31 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |