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 5-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 | $75,255 | $154,228-51.2% | $145,433-48.3% | $137,256-45.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.35% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,052 | $4,804-36.5% | $4,554-33.0% | $4,156-26.6% |
| Participant deferral / active EE | $6,812 | $8,216-17.1% | $7,897-13.7% | $6,407+6.3% |
| Admin fee / account holder | $140 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |