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 | $143,588 | $124,425+15.4% | $112,040+28.2% | $137,256+4.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.88% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $32,164 | $3,411+842.8% | $2,954+988.8% | $4,156+673.9% |
| Participant deferral / active EE | $17,441 | $5,718+205.0% | $5,098+242.1% | $6,407+172.2% |
| Admin fee / account holder | $138 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |