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 4-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 | $123,044 | $154,228-20.2% | $145,433-15.4% | $137,256-10.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.27% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,188 | $4,804-33.6% | $4,554-30.0% | $4,156-23.3% |
| Participant deferral / active EE | $18,791 | $8,216+128.7% | $7,897+137.9% | $6,407+193.3% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |