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 | $140,058 | $97,125+44.2% | $86,233+62.4% | $137,256+2.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.38% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,954 | $2,841+39.2% | $2,504+57.9% | $4,156-4.9% |
| Participant deferral / active EE | $7,530 | $5,180+45.4% | $4,559+65.2% | $6,407+17.5% |
| Admin fee / account holder | $295 | $9,725-97.0% | $8,342-96.5% | $12,270-97.6% |