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 | $168,015 | $239,571-29.9% | $183,328-8.4% | $137,256+22.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 16.18% | 35.69%-19.5pp | 29.67%-13.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,395 | $6,148-44.8% | $5,055-32.8% | $4,156-18.3% |
| Participant deferral / active EE | $8,585 | $7,995+7.4% | $6,795+26.3% | $6,407+34.0% |
| Admin fee / account holder | $265 | $30,059-99.1% | $21,427-98.8% | $12,270-97.8% |