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 3-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 | $124,859 | $183,592-32.0% | $155,567-19.7% | $145,959-14.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 132.14% | 61.24%+70.9pp | 64.74%+67.4pp | 561.95%-429.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8 | $19,318-100.0% | $15,916-100.0% | $13,398-99.9% |