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 | $15,716 | $97,125-83.8% | $86,233-81.8% | $137,256-88.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 18.76% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,339 | $2,841-52.9% | $2,504-46.5% | $4,156-67.8% |
| Participant deferral / active EE | $1,482 | $5,180-71.4% | $4,559-67.5% | $6,407-76.9% |
| Admin fee / account holder | $242 | $9,725-97.5% | $8,342-97.1% | $12,270-98.0% |