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 4-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 | $89,372 | $100,970-11.5% | $96,576-7.5% | $137,256-34.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.09% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $6,005 | $3,809+57.6% | $3,553+69.0% | $4,156+44.5% |
| Participant deferral / active EE | $10,573 | $8,286+27.6% | $7,956+32.9% | $6,407+65.0% |
| Admin fee / account holder | $198 | $11,312-98.2% | $11,381-98.3% | $12,270-98.4% |