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 | $61,759 | $124,425-50.4% | $112,040-44.9% | $137,256-55.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.71% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,605 | $3,411+5.7% | $2,954+22.1% | $4,156-13.2% |
| Participant deferral / active EE | $6,233 | $5,718+9.0% | $5,098+22.3% | $6,407-2.7% |
| Admin fee / account holder | $92 | $15,207-99.4% | $12,098-99.2% | $12,270-99.3% |