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 5-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 | $82,951 | $57,057+45.4% | $85,009-2.4% | $80,874+2.6% |
| Participation rate | 86.7% | 56.4%+30.3pp | 67.5%+19.2pp | 67.6%+19.0pp |
| Annual return | 29.84% | 21.66%+8.2pp | 66.47%-36.6pp | 35.62%-5.8pp |
| Employer contribution / active EE | $11,054 | $1,799+514.6% | $2,728+305.2% | $2,756+301.2% |
| Participant deferral / active EE | $6,234 | $3,112+100.3% | $4,522+37.9% | $4,297+45.1% |
| Admin fee / account holder | $53 | $4,986-98.9% | $6,153-99.1% | $6,935-99.2% |