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 8-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 | $163,346 | $209,336-22.0% | $197,124-17.1% | $137,256+19.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.00% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $5,138 | $6,591-22.0% | $6,227-17.5% | $4,156+23.6% |
| Participant deferral / active EE | $3,004 | $9,614-68.8% | $9,135-67.1% | $6,407-53.1% |
| Admin fee / account holder | $249 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |