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 | $174,139 | $58,234+199.0% | $81,783+112.9% | $80,874+115.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.78% | 41.70%-25.9pp | 775.05%-759.3pp | 35.62%-19.8pp |
| Employer contribution / active EE | $8,583 | $2,341+266.6% | $2,913+194.7% | $2,756+211.5% |
| Participant deferral / active EE | $5,062 | $3,283+54.2% | $4,320+17.2% | $4,297+17.8% |
| Admin fee / account holder | $33 | $4,982-99.3% | $7,380-99.6% | $6,935-99.5% |