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 | $120,082 | $209,336-42.6% | $197,124-39.1% | $137,256-12.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.83% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $7,838 | $6,591+18.9% | $6,227+25.9% | $4,156+88.6% |
| Participant deferral / active EE | $13,949 | $9,614+45.1% | $9,135+52.7% | $6,407+117.7% |
| Admin fee / account holder | $112 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |