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 | $123,500 | $201,259-38.6% | $184,200-33.0% | $145,959-15.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.03% | 28.98%-16.0pp | 28.80%-15.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $8,253 | $7,018+17.6% | $6,424+28.5% | $4,661+77.1% |
| Participant deferral / active EE | $10,501 | $9,806+7.1% | $9,132+15.0% | $6,689+57.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |