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 7-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 | $97,036 | $210,698-53.9% | $178,014-45.5% | $145,959-33.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.70% | 386.27%-369.6pp | 294.80%-278.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $3,532 | $4,567-22.7% | $3,950-10.6% | $4,661-24.2% |
| Participant deferral / active EE | $8,114 | $6,958+16.6% | $6,276+29.3% | $6,689+21.3% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |