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 | $53,876 | $154,228-65.1% | $145,433-63.0% | $137,256-60.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.99% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,577 | $4,804-4.7% | $4,554+0.5% | $4,156+10.1% |
| Participant deferral / active EE | $13,273 | $8,216+61.5% | $7,897+68.1% | $6,407+107.2% |
| Admin fee / account holder | $295 | $14,344-97.9% | $13,129-97.8% | $12,270-97.6% |