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 | $100,558 | $88,710+13.4% | $81,783+23.0% | $145,959-31.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.09% | 1027.26%-1008.2pp | 775.05%-756.0pp | 561.95%-542.9pp |
| Employer contribution / active EE | $3,030 | $3,083-1.7% | $2,913+4.0% | $4,661-35.0% |
| Participant deferral / active EE | $3,255 | $4,645-29.9% | $4,320-24.7% | $6,689-51.3% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |