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 | $115,683 | $111,814+3.5% | $103,374+11.9% | $145,959-20.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.31% | 24.77%-7.5pp | 24.89%-7.6pp | 561.95%-544.6pp |
| Employer contribution / active EE | $19,400 | $4,214+360.4% | $3,869+401.4% | $4,661+316.2% |
| Participant deferral / active EE | $4,233 | $5,618-24.6% | $5,058-16.3% | $6,689-36.7% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |