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 3-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 | $71,339 | $209,336-65.9% | $197,124-63.8% | $137,256-48.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.49% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,821 | $6,591-57.2% | $6,227-54.7% | $4,156-32.1% |
| Participant deferral / active EE | $8,093 | $9,614-15.8% | $9,135-11.4% | $6,407+26.3% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |