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 | $55,064 | $209,336-73.7% | $197,124-72.1% | $137,256-59.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 20.63% | 48.09%-27.5pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,375 | $6,591-33.6% | $6,227-29.7% | $4,156+5.3% |
| Participant deferral / active EE | $4,375 | $9,614-54.5% | $9,135-52.1% | $6,407-31.7% |
| Admin fee / account holder | $119 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |