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 7-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 | $54,157 | $154,228-64.9% | $145,433-62.8% | $137,256-60.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.91% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,844 | $4,804-40.8% | $4,554-37.6% | $4,156-31.6% |
| Participant deferral / active EE | $6,834 | $8,216-16.8% | $7,897-13.5% | $6,407+6.7% |
| Admin fee / account holder | $115 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |