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 | $154,319 | $132,634+16.4% | $115,768+33.3% | $137,256+12.4% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.4%+19.4pp | 80.0%+13.8pp |
| Annual return | 10.48% | 160.70%-150.2pp | 100.46%-90.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,067 | $3,360-38.5% | $2,940-29.7% | $4,156-50.3% |
| Participant deferral / active EE | $2,934 | $5,619-47.8% | $4,917-40.3% | $6,407-54.2% |
| Admin fee / account holder | $126 | $15,028-99.2% | $12,439-99.0% | $12,270-99.0% |