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 5-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 | $18,722 | $154,228-87.9% | $145,433-87.1% | $137,256-86.4% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 22.27% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,670 | $4,804-65.2% | $4,554-63.3% | $4,156-59.8% |
| Participant deferral / active EE | $2,471 | $8,216-69.9% | $7,897-68.7% | $6,407-61.4% |
| Admin fee / account holder | $101 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |