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 | $63,154 | $172,111-63.3% | $150,298-58.0% | $137,256-54.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.99% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,777 | $4,636-61.7% | $4,154-57.2% | $4,156-57.2% |
| Participant deferral / active EE | $6,649 | $6,166+7.8% | $5,453+21.9% | $6,407+3.8% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |