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 | $204,934 | $154,228+32.9% | $145,433+40.9% | $137,256+49.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 141.16% | 74.59%+66.6pp | 66.58%+74.6pp | 220.34%-79.2pp |
| Employer contribution / active EE | $1,545 | $4,804-67.8% | $4,554-66.1% | $4,156-62.8% |
| Participant deferral / active EE | $2,555 | $8,216-68.9% | $7,897-67.6% | $6,407-60.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |