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 | $134,575 | $106,749+26.1% | $145,433-7.5% | $82,448+63.2% |
| Participation rate | 78.1% | 75.6%+2.5pp | 82.1%-4.0pp | 68.1%+10.1pp |
| Annual return | 18.34% | 27.59%-9.3pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,642 | $3,444+5.7% | $4,554-20.0% | $2,551+42.8% |
| Participant deferral / active EE | $9,956 | $6,519+52.7% | $7,897+26.1% | $4,139+140.5% |
| Admin fee / account holder | $80 | $8,390-99.0% | $13,129-99.4% | $7,234-98.9% |