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 5-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 | $227,421 | $209,336+8.6% | $197,124+15.4% | $137,256+65.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.07% | 48.09%-25.0pp | 44.34%-21.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $10,275 | $6,591+55.9% | $6,227+65.0% | $4,156+147.2% |
| Participant deferral / active EE | $31,499 | $9,614+227.6% | $9,135+244.8% | $6,407+391.7% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |