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 | $44,439 | $124,425-64.3% | $112,040-60.3% | $137,256-67.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.27% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $10,764 | $3,411+215.5% | $2,954+264.4% | $4,156+159.0% |
| Participant deferral / active EE | $8,725 | $5,718+52.6% | $5,098+71.2% | $6,407+36.2% |
| Admin fee / account holder | $252 | $15,207-98.3% | $12,098-97.9% | $12,270-97.9% |