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 | $43,717 | $70,532-38.0% | $68,948-36.6% | $137,256-68.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 19.06% | 32.56%-13.5pp | 28.39%-9.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,309 | $4,355-1.1% | $4,165+3.5% | $4,156+3.7% |
| Participant deferral / active EE | $7,448 | $6,773+10.0% | $6,186+20.4% | $6,407+16.2% |
| Admin fee / account holder | $18 | $7,916-99.8% | $7,539-99.8% | $12,270-99.9% |