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 4-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 | $124,305 | $209,336-40.6% | $197,124-36.9% | $137,256-9.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.03% | 48.09%-28.1pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $25,537 | $6,591+287.5% | $6,227+310.1% | $4,156+514.4% |
| Participant deferral / active EE | $13,100 | $9,614+36.3% | $9,135+43.4% | $6,407+104.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |