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 | $206,986 | $178,174+16.2% | $156,181+32.5% | $137,256+50.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.47% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,714 | $4,972+55.2% | $4,294+79.7% | $4,156+85.6% |
| Participant deferral / active EE | $17,224 | $6,888+150.1% | $6,132+180.9% | $6,407+168.8% |
| Admin fee / account holder | $225 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |