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 | $234,161 | $180,749+29.6% | $160,784+45.6% | $137,256+70.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.43% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,053 | $4,155-2.5% | $3,733+8.6% | $4,156-2.5% |
| Participant deferral / active EE | $15,467 | $6,844+126.0% | $6,293+145.8% | $6,407+141.4% |
| Admin fee / account holder | $12 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |