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 | $116,083 | $172,111-32.6% | $150,298-22.8% | $137,256-15.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.14% | 69.37%-46.2pp | 62.79%-39.6pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,817 | $4,636-17.7% | $4,154-8.1% | $4,156-8.2% |
| Participant deferral / active EE | $14,370 | $6,166+133.1% | $5,453+163.5% | $6,407+124.3% |
| Admin fee / account holder | $222 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |