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 | $15,303 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.95% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.4pp |
| Employer contribution / active EE | $4,737 | $4,804-1.4% | $4,554+4.0% | $4,156+14.0% |
| Participant deferral / active EE | $6,203 | $8,216-24.5% | $7,897-21.5% | $6,407-3.2% |
| Admin fee / account holder | $178 | $14,344-98.8% | $13,129-98.6% | $12,270-98.5% |