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 5-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 | $68,085 | $154,228-55.9% | $145,433-53.2% | $137,256-50.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.24% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,771 | $4,804-63.1% | $4,554-61.1% | $4,156-57.4% |
| Participant deferral / active EE | $10,932 | $8,216+33.0% | $7,897+38.4% | $6,407+70.6% |
| Admin fee / account holder | $138 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |