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 | $111,972 | $159,934-30.0% | $147,005-23.8% | $145,959-23.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 13.76% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,663 | $5,287-68.5% | $4,934-66.3% | $4,661-64.3% |
| Participant deferral / active EE | $11,226 | $8,427+33.2% | $8,070+39.1% | $6,689+67.8% |
| Admin fee / account holder | $47 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |