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 | $136,536 | $154,228-11.5% | $145,433-6.1% | $137,256-0.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,127 | $4,804-34.9% | $4,554-31.3% | $4,156-24.8% |
| Participant deferral / active EE | $10,916 | $8,216+32.9% | $7,897+38.2% | $6,407+70.4% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |