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 3-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 | $125,521 | $201,259-37.6% | $184,200-31.9% | $145,959-14.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.60% | 28.98%-4.4pp | 28.80%-4.2pp | 561.95%-537.3pp |
| Employer contribution / active EE | $2,185 | $7,018-68.9% | $6,424-66.0% | $4,661-53.1% |
| Participant deferral / active EE | $18,431 | $9,806+87.9% | $9,132+101.8% | $6,689+175.6% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |