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 6-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 | $24,996 | $124,425-79.9% | $112,040-77.7% | $137,256-81.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.73% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,140 | $3,411-66.6% | $2,954-61.4% | $4,156-72.6% |
| Participant deferral / active EE | $4,489 | $5,718-21.5% | $5,098-11.9% | $6,407-29.9% |
| Admin fee / account holder | $69 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |