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 3-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 | $121,860 | $100,970+20.7% | $96,576+26.2% | $137,256-11.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.90% | 38.16%-14.3pp | 38.47%-14.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $10,326 | $3,809+171.1% | $3,553+190.6% | $4,156+148.5% |
| Participant deferral / active EE | $17,697 | $8,286+113.6% | $7,956+122.4% | $6,407+176.2% |
| Admin fee / account holder | $132 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |