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 | $82,510 | $166,020-50.3% | $164,866-50.0% | $145,959-43.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.08% | 100.08%-85.0pp | 69.97%-54.9pp | 561.95%-546.9pp |
| Employer contribution / active EE | $4,528 | $5,275-14.1% | $4,343+4.3% | $4,661-2.8% |
| Participant deferral / active EE | $7,254 | $6,961+4.2% | $6,033+20.2% | $6,689+8.5% |
| Admin fee / account holder | $11 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |