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 5-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 | $168,334 | $100,004+68.3% | $81,438+106.7% | $145,959+15.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.39% | 34.34%-20.9pp | 24.74%-11.3pp | 561.95%-548.6pp |
| Employer contribution / active EE | $5,222 | $2,970+75.8% | $2,460+112.2% | $4,661+12.0% |
| Participant deferral / active EE | $16,178 | $4,603+251.4% | $3,883+316.6% | $6,689+141.9% |
| Admin fee / account holder | $8 | $8,202-99.9% | $5,764-99.9% | $13,398-99.9% |