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 | $131,109 | $172,111-23.8% | $150,298-12.8% | $137,256-4.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 57.34% | 69.37%-12.0pp | 62.79%-5.4pp | 220.34%-163.0pp |
| Employer contribution / active EE | $11,055 | $4,636+138.4% | $4,154+166.1% | $4,156+166.0% |
| Participant deferral / active EE | $12,944 | $6,166+109.9% | $5,453+137.4% | $6,407+102.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |