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 | $64,617 | $154,228-58.1% | $145,433-55.6% | $137,256-52.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 12.71% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,796 | $4,804-0.2% | $4,554+5.3% | $4,156+15.4% |
| Participant deferral / active EE | $7,066 | $8,216-14.0% | $7,897-10.5% | $6,407+10.3% |
| Admin fee / account holder | $262 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |