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 | $129,688 | $201,259-35.6% | $184,200-29.6% | $145,959-11.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 79.28% | 28.98%+50.3pp | 28.80%+50.5pp | 561.95%-482.7pp |
| Employer contribution / active EE | $6,735 | $7,018-4.0% | $6,424+4.8% | $4,661+44.5% |
| Participant deferral / active EE | $10,918 | $9,806+11.3% | $9,132+19.6% | $6,689+63.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |