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 | $40,125 | $154,228-74.0% | $145,433-72.4% | $137,256-70.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.93% | 74.59%-58.7pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,817 | $4,804+21.1% | $4,554+27.7% | $4,156+40.0% |
| Participant deferral / active EE | $12,863 | $8,216+56.5% | $7,897+62.9% | $6,407+100.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |