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 | $172,720 | $172,111+0.4% | $150,298+14.9% | $137,256+25.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.07% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,263 | $4,636-8.1% | $4,154+2.6% | $4,156+2.6% |
| Participant deferral / active EE | $12,452 | $6,166+101.9% | $5,453+128.4% | $6,407+94.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |