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 6-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 | $71,733 | $111,814-35.8% | $103,374-30.6% | $145,959-50.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.11% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,762 | $4,214-34.5% | $3,869-28.6% | $4,661-40.7% |
| Participant deferral / active EE | $13,490 | $5,618+140.1% | $5,058+166.7% | $6,689+101.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |