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 | $63,124 | $209,336-69.8% | $197,124-68.0% | $137,256-54.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.25% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,686 | $6,591+1.5% | $6,227+7.4% | $4,156+60.9% |
| Participant deferral / active EE | $7,316 | $9,614-23.9% | $9,135-19.9% | $6,407+14.2% |
| Admin fee / account holder | $4 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |