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 8-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 | $70,808 | $183,592-61.4% | $155,567-54.5% | $145,959-51.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,928 | $5,315-44.9% | $4,674-37.4% | $4,661-37.2% |
| Participant deferral / active EE | $10,700 | $6,464+65.5% | $5,628+90.1% | $6,689+60.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |