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 6-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 | $67,915 | $209,336-67.6% | $197,124-65.5% | $137,256-50.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.71% | 48.09%-29.4pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,509 | $6,591-46.8% | $6,227-43.6% | $4,156-15.6% |
| Participant deferral / active EE | $6,097 | $9,614-36.6% | $9,135-33.3% | $6,407-4.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |