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 | $37,206 | $154,228-75.9% | $145,433-74.4% | $137,256-72.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 115.21% | 74.59%+40.6pp | 66.58%+48.6pp | 220.34%-105.1pp |
| Employer contribution / active EE | $1,559 | $4,804-67.6% | $4,554-65.8% | $4,156-62.5% |
| Participant deferral / active EE | $6,080 | $8,216-26.0% | $7,897-23.0% | $6,407-5.1% |
| Admin fee / account holder | $69 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |