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 | $225,011 | $124,425+80.8% | $112,040+100.8% | $137,256+63.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.41% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,121 | $3,411-37.8% | $2,954-28.2% | $4,156-49.0% |
| Participant deferral / active EE | $11,326 | $5,718+98.1% | $5,098+122.2% | $6,407+76.8% |
| Admin fee / account holder | $210 | $15,207-98.6% | $12,098-98.3% | $12,270-98.3% |