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 3-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 | $68,038 | $183,592-62.9% | $155,567-56.3% | $145,959-53.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.09% | 61.24%-34.1pp | 64.74%-37.6pp | 561.95%-534.9pp |
| Employer contribution / active EE | $2,545 | $5,315-52.1% | $4,674-45.5% | $4,661-45.4% |
| Participant deferral / active EE | $18,227 | $6,464+182.0% | $5,628+223.9% | $6,689+172.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |