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 9-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 | $95,184 | $87,166+9.2% | $76,735+24.0% | $137,256-30.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.36% | 26.50%-11.1pp | 29.77%-14.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,732 | $2,904-6.0% | $2,454+11.3% | $4,156-34.3% |
| Participant deferral / active EE | $4,550 | $4,726-3.7% | $4,088+11.3% | $6,407-29.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |