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 10-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 | $97,458 | $124,425-21.7% | $112,040-13.0% | $137,256-29.0% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 17.84% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $6,051 | $3,411+77.4% | $2,954+104.8% | $4,156+45.6% |
| Participant deferral / active EE | $6,777 | $5,718+18.5% | $5,098+32.9% | $6,407+5.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |