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 5-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 | $147,322 | $183,592-19.8% | $155,567-5.3% | $145,959+0.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.19% | 61.24%-43.0pp | 64.74%-46.5pp | 561.95%-543.8pp |
| Employer contribution / active EE | $4,729 | $5,315-11.0% | $4,674+1.2% | $4,661+1.5% |
| Participant deferral / active EE | $14,329 | $6,464+121.7% | $5,628+154.6% | $6,689+114.2% |
| Admin fee / account holder | $298 | $19,318-98.5% | $15,916-98.1% | $13,398-97.8% |