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 5-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 | $98,689 | $100,970-2.3% | $96,576+2.2% | $137,256-28.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.31% | 38.16%-17.8pp | 38.47%-18.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,333 | $3,809-12.5% | $3,553-6.2% | $4,156-19.8% |
| Participant deferral / active EE | $12,665 | $8,286+52.8% | $7,956+59.2% | $6,407+97.7% |
| Admin fee / account holder | $215 | $11,312-98.1% | $11,381-98.1% | $12,270-98.2% |