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 6-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 | $96,870 | $87,166+11.1% | $76,735+26.2% | $137,256-29.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 24.71% | 26.50%-1.8pp | 29.77%-5.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $14,801 | $2,904+409.6% | $2,454+503.1% | $4,156+256.1% |
| Participant deferral / active EE | $13,540 | $4,726+186.5% | $4,088+231.2% | $6,407+111.3% |
| Admin fee / account holder | $171 | $8,403-98.0% | $7,189-97.6% | $12,270-98.6% |