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 | $150,698 | $154,228-2.3% | $145,433+3.6% | $137,256+9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,789 | $4,804+62.1% | $4,554+71.0% | $4,156+87.4% |
| Participant deferral / active EE | $8,429 | $8,216+2.6% | $7,897+6.7% | $6,407+31.6% |
| Admin fee / account holder | $62 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |