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 7-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 | $99,374 | $178,174-44.2% | $156,181-36.4% | $137,256-27.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.21% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,788 | $4,972-64.0% | $4,294-58.4% | $4,156-57.0% |
| Participant deferral / active EE | $9,243 | $6,888+34.2% | $6,132+50.7% | $6,407+44.3% |
| Admin fee / account holder | $187 | $17,404-98.9% | $14,586-98.7% | $12,270-98.5% |