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 4-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 | $229,202 | $111,814+105.0% | $103,374+121.7% | $145,959+57.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.18% | 24.77%-0.6pp | 24.89%-0.7pp | 561.95%-537.8pp |
| Employer contribution / active EE | $7,005 | $4,214+66.3% | $3,869+81.0% | $4,661+50.3% |
| Participant deferral / active EE | $27,041 | $5,618+381.3% | $5,058+434.7% | $6,689+304.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |