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 | $163,911 | $209,336-21.7% | $197,124-16.8% | $137,256+19.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.29% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,116 | $6,591-22.4% | $6,227-17.8% | $4,156+23.1% |
| Participant deferral / active EE | $5,480 | $9,614-43.0% | $9,135-40.0% | $6,407-14.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |