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 6-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 | $197,571 | $159,934+23.5% | $147,005+34.4% | $145,959+35.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.50% | 98.24%-71.7pp | 418.76%-392.3pp | 561.95%-535.5pp |
| Employer contribution / active EE | $2,257 | $5,287-57.3% | $4,934-54.3% | $4,661-51.6% |
| Participant deferral / active EE | $2,811 | $8,427-66.6% | $8,070-65.2% | $6,689-58.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |