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 | $116,183 | $154,228-24.7% | $145,433-20.1% | $137,256-15.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.83% | 74.59%-50.8pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $15,188 | $4,804+216.2% | $4,554+233.5% | $4,156+265.4% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $167 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |