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 | $226,533 | $100,970+124.4% | $96,576+134.6% | $137,256+65.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 20.39% | 38.16%-17.8pp | 38.47%-18.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,244 | $3,809-41.1% | $3,553-36.8% | $4,156-46.0% |
| Participant deferral / active EE | $5,464 | $8,286-34.1% | $7,956-31.3% | $6,407-14.7% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |