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 7-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 | $101,837 | $100,970+0.9% | $96,576+5.4% | $137,256-25.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.71% | 38.16%-17.4pp | 38.47%-17.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,785 | $3,809-26.9% | $3,553-21.6% | $4,156-33.0% |
| Participant deferral / active EE | $11,339 | $8,286+36.8% | $7,956+42.5% | $6,407+77.0% |
| Admin fee / account holder | $121 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |