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 | $177,482 | $97,125+82.7% | $86,233+105.8% | $137,256+29.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.64% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,197 | $2,841+47.7% | $2,504+67.6% | $4,156+1.0% |
| Participant deferral / active EE | $7,359 | $5,180+42.1% | $4,559+61.4% | $6,407+14.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |