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 | $206,730 | $124,425+66.1% | $112,040+84.5% | $137,256+50.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.67% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $11,854 | $3,411+247.5% | $2,954+301.3% | $4,156+185.2% |
| Participant deferral / active EE | $32,193 | $5,718+463.0% | $5,098+531.5% | $6,407+402.5% |
| Admin fee / account holder | $132 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |