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 | $151,017 | $154,228-2.1% | $145,433+3.8% | $137,256+10.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.70% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,342 | $4,804-51.2% | $4,554-48.6% | $4,156-43.6% |
| Participant deferral / active EE | $6,423 | $8,216-21.8% | $7,897-18.7% | $6,407+0.3% |
| Admin fee / account holder | $151 | $14,344-98.9% | $13,129-98.9% | $12,270-98.8% |