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 9-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 | $146,365 | $154,228-5.1% | $145,433+0.6% | $137,256+6.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,746 | $4,804-63.7% | $4,554-61.7% | $4,156-58.0% |
| Participant deferral / active EE | $6,776 | $8,216-17.5% | $7,897-14.2% | $6,407+5.8% |
| Admin fee / account holder | $123 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |