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 4-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 | $138,338 | $210,698-34.3% | $178,014-22.3% | $145,959-5.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.67% | 386.27%-371.6pp | 294.80%-280.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,310 | $4,567-71.3% | $3,950-66.8% | $4,661-71.9% |
| Participant deferral / active EE | $22,540 | $6,958+223.9% | $6,276+259.1% | $6,689+237.0% |
| Admin fee / account holder | $30 | $12,016-99.8% | $10,362-99.7% | $13,398-99.8% |