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 | $68,862 | $92,798-25.8% | $96,707-28.8% | $137,256-49.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 16.60% | 31.24%-14.6pp | 34.78%-18.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,101 | $4,147-1.1% | $4,191-2.2% | $4,156-1.3% |
| Participant deferral / active EE | $4,162 | $5,877-29.2% | $5,997-30.6% | $6,407-35.0% |
| Admin fee / account holder | $18 | $7,946-99.8% | $7,503-99.8% | $12,270-99.9% |