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 8-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 | $120,992 | $210,698-42.6% | $178,014-32.0% | $145,959-17.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.89% | 386.27%-376.4pp | 294.80%-284.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $5,845 | $4,567+28.0% | $3,950+48.0% | $4,661+25.4% |
| Participant deferral / active EE | $12,304 | $6,958+76.8% | $6,276+96.0% | $6,689+84.0% |
| Admin fee / account holder | $24 | $12,016-99.8% | $10,362-99.8% | $13,398-99.8% |