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 | $19,155 | $112,729-83.0% | $98,716-80.6% | $137,256-86.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 20.14% | 38.48%-18.3pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,447 | $2,725-10.2% | $2,279+7.4% | $4,156-41.1% |
| Participant deferral / active EE | $3,463 | $4,640-25.4% | $4,048-14.5% | $6,407-46.0% |
| Admin fee / account holder | $49 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |