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 | $58,746 | $154,228-61.9% | $145,433-59.6% | $137,256-57.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.82% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,904 | $4,804+2.1% | $4,554+7.7% | $4,156+18.0% |
| Participant deferral / active EE | $7,109 | $8,216-13.5% | $7,897-10.0% | $6,407+11.0% |
| Admin fee / account holder | $118 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |