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 10-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 | $192,385 | $183,592+4.8% | $155,567+23.7% | $145,959+31.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.83% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $10,000 | $5,315+88.2% | $4,674+113.9% | $4,661+114.6% |
| Participant deferral / active EE | $10,967 | $6,464+69.7% | $5,628+94.9% | $6,689+64.0% |
| Admin fee / account holder | $16 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |