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 10-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 | $32,238 | $189,613-83.0% | $167,512-80.8% | $142,382-77.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.73% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,427 | $4,349-21.2% | $3,882-11.7% | $4,299-20.3% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $201 | $10,528-98.1% | $9,769-97.9% | $12,624-98.4% |