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 | $19,316 | $154,228-87.5% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.35% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,092 | $4,804-56.5% | $4,554-54.1% | $4,156-49.7% |
| Participant deferral / active EE | $3,289 | $8,216-60.0% | $7,897-58.4% | $6,407-48.7% |
| Admin fee / account holder | $104 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |