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 4-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 | $50,611 | $209,336-75.8% | $197,124-74.3% | $137,256-63.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.65% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,001 | $6,591-39.3% | $6,227-35.8% | $4,156-3.7% |
| Participant deferral / active EE | $8,832 | $9,614-8.1% | $9,135-3.3% | $6,407+37.9% |
| Admin fee / account holder | $181 | $17,308-99.0% | $16,298-98.9% | $12,270-98.5% |