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 | $181,718 | $183,592-1.0% | $155,567+16.8% | $145,959+24.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 61.24%-45.0pp | 64.74%-48.5pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,657 | $5,315-68.8% | $4,674-64.5% | $4,661-64.4% |
| Participant deferral / active EE | $6,425 | $6,464-0.6% | $5,628+14.2% | $6,689-3.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |