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 | $17,556 | $172,111-89.8% | $150,298-88.3% | $137,256-87.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 34.63% | 69.37%-34.7pp | 62.79%-28.2pp | 220.34%-185.7pp |
| Employer contribution / active EE | $2,263 | $4,636-51.2% | $4,154-45.5% | $4,156-45.6% |
| Participant deferral / active EE | $14,949 | $6,166+142.4% | $5,453+174.2% | $6,407+133.3% |
| Admin fee / account holder | $97 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |