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 | $210,528 | $154,228+36.5% | $145,433+44.8% | $137,256+53.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.65% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,750 | $4,804-21.9% | $4,554-17.7% | $4,156-9.8% |
| Participant deferral / active EE | $9,618 | $8,216+17.1% | $7,897+21.8% | $6,407+50.1% |
| Admin fee / account holder | $41 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |