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 9-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 | $101,012 | $172,111-41.3% | $150,298-32.8% | $137,256-26.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 14.34% | 69.37%-55.0pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,857 | $4,636+69.5% | $4,154+89.1% | $4,156+89.1% |
| Participant deferral / active EE | $7,396 | $6,166+20.0% | $5,453+35.6% | $6,407+15.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |