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 | $92,334 | $209,336-55.9% | $197,124-53.2% | $137,256-32.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.46% | 48.09%-23.6pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $9,830 | $6,591+49.1% | $6,227+57.8% | $4,156+136.5% |
| Participant deferral / active EE | $8,166 | $9,614-15.1% | $9,135-10.6% | $6,407+27.5% |
| Admin fee / account holder | $11 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |