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 4-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 | $88,564 | $154,228-42.6% | $145,433-39.1% | $137,256-35.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.42% | 74.59%-44.2pp | 66.58%-36.2pp | 220.34%-189.9pp |
| Employer contribution / active EE | $22,501 | $4,804+368.4% | $4,554+394.0% | $4,156+441.4% |
| Participant deferral / active EE | $19,883 | $8,216+142.0% | $7,897+151.8% | $6,407+210.3% |
| Admin fee / account holder | $166 | $14,344-98.8% | $13,129-98.7% | $12,270-98.7% |