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 | $25,057 | $102,245-75.5% | $89,340-72.0% | $137,256-81.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 37.79% | 21.89%+15.9pp | 20.57%+17.2pp | 220.34%-182.5pp |
| Employer contribution / active EE | $1,890 | $2,529-25.3% | $2,231-15.3% | $4,156-54.5% |
| Participant deferral / active EE | $6,810 | $4,436+53.5% | $3,823+78.1% | $6,407+6.3% |
| Admin fee / account holder | $199 | $8,085-97.5% | $6,704-97.0% | $12,270-98.4% |