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 | $235,988 | $111,814+111.1% | $103,374+128.3% | $145,959+61.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 14.41% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.5pp |
| Employer contribution / active EE | $10,766 | $4,214+155.5% | $3,869+178.2% | $4,661+131.0% |
| Participant deferral / active EE | $10,093 | $5,618+79.7% | $5,058+99.6% | $6,689+50.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |