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 9-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 | $96,882 | $159,934-39.4% | $147,005-34.1% | $145,959-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 98.24%-83.5pp | 418.76%-404.1pp | 561.95%-547.2pp |
| Employer contribution / active EE | $7,636 | $5,287+44.4% | $4,934+54.8% | $4,661+63.8% |
| Participant deferral / active EE | $5,709 | $8,427-32.3% | $8,070-29.3% | $6,689-14.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |