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 | $74,974 | $172,111-56.4% | $150,298-50.1% | $137,256-45.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.17% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,091 | $4,636-11.8% | $4,154-1.5% | $4,156-1.6% |
| Participant deferral / active EE | $7,300 | $6,166+18.4% | $5,453+33.9% | $6,407+13.9% |
| Admin fee / account holder | $106 | $16,471-99.4% | $14,116-99.2% | $12,270-99.1% |