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 | $31,635 | $159,934-80.2% | $147,005-78.5% | $145,959-78.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.78% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,401 | $5,287-54.6% | $4,934-51.3% | $4,661-48.5% |
| Participant deferral / active EE | $8,491 | $8,427+0.8% | $8,070+5.2% | $6,689+26.9% |
| Admin fee / account holder | $154 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |