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 | $47,348 | $154,228-69.3% | $145,433-67.4% | $137,256-65.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.43% | 74.59%-52.2pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $10,287 | $4,804+114.1% | $4,554+125.9% | $4,156+147.5% |
| Participant deferral / active EE | $6,631 | $8,216-19.3% | $7,897-16.0% | $6,407+3.5% |
| Admin fee / account holder | $41 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |