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 | $69,032 | $67,823+1.8% | $52,425+31.7% | $137,256-49.7% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 34.08% | 219.11%-185.0pp | 302.12%-268.0pp | 220.34%-186.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $355 | $2,288-84.5% | $1,790-80.2% | $6,407-94.5% |
| Admin fee / account holder | $30 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |