Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $207,705 | $178,174+16.6% | $156,181+33.0% | $137,256+51.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.60% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,854 | $4,972-22.5% | $4,294-10.2% | $4,156-7.3% |
| Participant deferral / active EE | $12,712 | $6,888+84.6% | $6,132+107.3% | $6,407+98.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |