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 | $91,978 | $111,814-17.7% | $103,374-11.0% | $145,959-37.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.40% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,223 | $5,618+82.0% | $5,058+102.1% | $6,689+52.8% |
| Admin fee / account holder | $210 | $9,754-97.9% | $8,394-97.5% | $13,398-98.4% |