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 | $120,357 | $209,336-42.5% | $197,124-38.9% | $137,256-12.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.59% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $8,412 | $6,591+27.6% | $6,227+35.1% | $4,156+102.4% |
| Participant deferral / active EE | $9,912 | $9,614+3.1% | $9,135+8.5% | $6,407+54.7% |
| Admin fee / account holder | $136 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |