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 | $45,854 | $209,336-78.1% | $197,124-76.7% | $137,256-66.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 29.44% | 48.09%-18.7pp | 44.34%-14.9pp | 220.34%-190.9pp |
| Employer contribution / active EE | $7,695 | $6,591+16.7% | $6,227+23.6% | $4,156+85.1% |
| Participant deferral / active EE | $17,638 | $9,614+83.5% | $9,135+93.1% | $6,407+175.3% |
| Admin fee / account holder | $260 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |