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 | $35,252 | $100,970-65.1% | $96,576-63.5% | $137,256-74.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 28.02% | 38.16%-10.1pp | 38.47%-10.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,366 | $3,809-64.2% | $3,553-61.6% | $4,156-67.1% |
| Participant deferral / active EE | $9,858 | $8,286+19.0% | $7,956+23.9% | $6,407+53.9% |
| Admin fee / account holder | $226 | $11,312-98.0% | $11,381-98.0% | $12,270-98.2% |