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 | $85,254 | $97,125-12.2% | $86,233-1.1% | $137,256-37.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.42% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,825 | $2,841+69.8% | $2,504+92.7% | $4,156+16.1% |
| Participant deferral / active EE | $10,286 | $5,180+98.6% | $4,559+125.6% | $6,407+60.6% |
| Admin fee / account holder | $157 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |