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 | $67,394 | $102,245-34.1% | $89,340-24.6% | $137,256-50.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.19% | 21.89%-1.7pp | 20.57%-0.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,646 | $2,529+4.6% | $2,231+18.6% | $4,156-36.3% |
| Participant deferral / active EE | $9,354 | $4,436+110.9% | $3,823+144.7% | $6,407+46.0% |
| Admin fee / account holder | $40 | $8,085-99.5% | $6,704-99.4% | $12,270-99.7% |