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 3-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 | $166,167 | $124,425+33.5% | $112,040+48.3% | $137,256+21.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 44.72% | 24.72%+20.0pp | 24.52%+20.2pp | 220.34%-175.6pp |
| Employer contribution / active EE | $5,243 | $3,411+53.7% | $2,954+77.5% | $4,156+26.1% |
| Participant deferral / active EE | $19,390 | $5,718+239.1% | $5,098+280.4% | $6,407+202.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |