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 8-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 | $42,595 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.23% | 74.59%-52.4pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,216 | $4,804-53.9% | $4,554-51.3% | $4,156-46.7% |
| Participant deferral / active EE | $7,553 | $8,216-8.1% | $7,897-4.4% | $6,407+17.9% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |