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 | $126,928 | $172,111-26.3% | $150,298-15.5% | $137,256-7.5% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 20.65% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,353 | $4,636-49.2% | $4,154-43.4% | $4,156-43.4% |
| Participant deferral / active EE | $8,680 | $6,166+40.8% | $5,453+59.2% | $6,407+35.5% |
| Admin fee / account holder | $60 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |