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 10-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 | $127,692 | $88,710+43.9% | $81,783+56.1% | $145,959-12.5% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 17.35% | 1027.26%-1009.9pp | 775.05%-757.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $4,735 | $3,083+53.6% | $2,913+62.6% | $4,661+1.6% |
| Participant deferral / active EE | $4,610 | $4,645-0.8% | $4,320+6.7% | $6,689-31.1% |
| Admin fee / account holder | $6 | $8,407-99.9% | $7,380-99.9% | $13,398-100.0% |