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 | $177,771 | $154,228+15.3% | $145,433+22.2% | $137,256+29.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,377 | $4,804-50.5% | $4,554-47.8% | $4,156-42.8% |
| Participant deferral / active EE | $7,774 | $8,216-5.4% | $7,897-1.6% | $6,407+21.3% |
| Admin fee / account holder | $192 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |