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 7-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 | $43,346 | $154,228-71.9% | $145,433-70.2% | $137,256-68.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 156.83% | 74.59%+82.2pp | 66.58%+90.3pp | 220.34%-63.5pp |
| Employer contribution / active EE | $2,693 | $4,804-43.9% | $4,554-40.9% | $4,156-35.2% |
| Participant deferral / active EE | $6,893 | $8,216-16.1% | $7,897-12.7% | $6,407+7.6% |
| Admin fee / account holder | $36 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |