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 6-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 | $102,997 | $111,814-7.9% | $103,374-0.4% | $145,959-29.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.14% | 24.77%-3.6pp | 24.89%-3.7pp | 561.95%-540.8pp |
| Employer contribution / active EE | $9,439 | $4,214+124.0% | $3,869+143.9% | $4,661+102.5% |
| Participant deferral / active EE | $6,264 | $5,618+11.5% | $5,058+23.8% | $6,689-6.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |