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 | $167,631 | $72,071+132.6% | $68,368+145.2% | $137,256+22.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.13% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $9,850 | $2,788+253.3% | $2,649+271.9% | $4,156+137.0% |
| Participant deferral / active EE | $16,469 | $4,410+273.4% | $4,123+299.5% | $6,407+157.1% |
| Admin fee / account holder | $19 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |