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 | $198,819 | $161,352+23.2% | $134,172+48.2% | $137,256+44.9% |
| Participation rate | 90.9% | 78.3%+12.6pp | 72.5%+18.4pp | 80.0%+10.9pp |
| Annual return | 18.00% | 28.72%-10.7pp | 25.30%-7.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,405 | $4,099-41.3% | $3,420-29.7% | $4,156-42.1% |
| Participant deferral / active EE | $5,437 | $5,552-2.1% | $4,690+15.9% | $6,407-15.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |