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 6-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 | $127,124 | $166,020-23.4% | $164,866-22.9% | $145,959-12.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.05% | 100.08%-86.0pp | 69.97%-55.9pp | 561.95%-547.9pp |
| Employer contribution / active EE | $6,750 | $5,275+28.0% | $4,343+55.4% | $4,661+44.8% |
| Participant deferral / active EE | $14,437 | $6,961+107.4% | $6,033+139.3% | $6,689+115.8% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |