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 | $48,406 | $97,125-50.2% | $86,233-43.9% | $137,256-64.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.50% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,507 | $2,841-11.8% | $2,504+0.1% | $4,156-39.7% |
| Participant deferral / active EE | $3,258 | $5,180-37.1% | $4,559-28.5% | $6,407-49.1% |
| Admin fee / account holder | $101 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |