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 | $175,987 | $161,352+9.1% | $134,172+31.2% | $137,256+28.2% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 15.12% | 28.72%-13.6pp | 25.30%-10.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $15,145 | $4,099+269.5% | $3,420+342.8% | $4,156+264.4% |
| Participant deferral / active EE | $10,097 | $5,552+81.8% | $4,690+115.3% | $6,407+57.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |