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 | $152,291 | $201,259-24.3% | $184,200-17.3% | $145,959+4.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.03% | 28.98%-12.0pp | 28.80%-11.8pp | 561.95%-544.9pp |
| Employer contribution / active EE | $9,000 | $7,018+28.2% | $6,424+40.1% | $4,661+93.1% |
| Participant deferral / active EE | $7,300 | $9,806-25.6% | $9,132-20.1% | $6,689+9.1% |
| Admin fee / account holder | $25 | $16,372-99.8% | $13,907-99.8% | $13,398-99.8% |