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 | $66,094 | $132,634-50.2% | $115,768-42.9% | $137,256-51.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.34% | 160.70%-142.4pp | 100.46%-82.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,086 | $3,360-37.9% | $2,940-29.1% | $4,156-49.8% |
| Participant deferral / active EE | $4,939 | $5,619-12.1% | $4,917+0.5% | $6,407-22.9% |
| Admin fee / account holder | $130 | $15,028-99.1% | $12,439-99.0% | $12,270-98.9% |