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 7-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 | $67,684 | $154,228-56.1% | $145,433-53.5% | $137,256-50.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.47% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $16,834 | $4,804+250.4% | $4,554+269.6% | $4,156+305.0% |
| Participant deferral / active EE | $10,753 | $8,216+30.9% | $7,897+36.2% | $6,407+67.8% |
| Admin fee / account holder | $113 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |