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 7-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 | $132,653 | $172,111-22.9% | $150,298-11.7% | $137,256-3.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.52% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,074 | $4,636+31.0% | $4,154+46.2% | $4,156+46.1% |
| Participant deferral / active EE | $6,074 | $6,166-1.5% | $5,453+11.4% | $6,407-5.2% |
| Admin fee / account holder | $57 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |