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 | $138,119 | $159,934-13.6% | $147,005-6.0% | $145,959-5.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 98.24%-84.7pp | 418.76%-405.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $5,884 | $5,287+11.3% | $4,934+19.3% | $4,661+26.3% |
| Participant deferral / active EE | $8,579 | $8,427+1.8% | $8,070+6.3% | $6,689+28.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |