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 8-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 | $153,316 | $154,228-0.6% | $145,433+5.4% | $137,256+11.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.22% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,987 | $4,804-17.0% | $4,554-12.5% | $4,156-4.1% |
| Participant deferral / active EE | $11,969 | $8,216+45.7% | $7,897+51.6% | $6,407+86.8% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |