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 | $24,448 | $124,425-80.4% | $112,040-78.2% | $137,256-82.2% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 19.53% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,633 | $3,411-52.1% | $2,954-44.7% | $4,156-60.7% |
| Participant deferral / active EE | $5,050 | $5,718-11.7% | $5,098-0.9% | $6,407-21.2% |
| Admin fee / account holder | $19 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |