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 | $79,591 | $127,386-37.5% | $115,037-30.8% | $125,391-36.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2025.14% | 31.28%+1993.9pp | 26.14%+1999.0pp | 282.22%+1742.9pp |
| Employer contribution / active EE | $4,218 | $5,166-18.3% | $4,608-8.5% | $4,866-13.3% |
| Participant deferral / active EE | $10,388 | $6,423+61.7% | $6,026+72.4% | $5,352+94.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |