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 7-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 | $38,006 | $67,894-44.0% | $89,340-57.5% | $82,448-53.9% |
| Participation rate | 88.9% | 64.0%+24.8pp | 69.6%+19.3pp | 68.1%+20.8pp |
| Annual return | 15.90% | 19.21%-3.3pp | 20.57%-4.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,197 | $1,828+74.9% | $2,231+43.3% | $2,551+25.3% |
| Participant deferral / active EE | $6,893 | $3,072+124.4% | $3,823+80.3% | $4,139+66.5% |
| Admin fee / account holder | $242 | $5,723-95.8% | $6,704-96.4% | $7,234-96.7% |